Based on the description it seems unlikely this is related to studio licensing. For one thing it was a purchased movie, so changes in streaming licensing should

Based on the description it seems unlikely this is related to studio licensing. For one thing it was a purchased movie, so changes in streaming licensing should not apply. For another thing, the details of app updates and file caching are usually left up to the platform, for obvious reasons: the platforms know way more about that stuff than the studios.