Since Netflix can still be accessed in the AVP browser, it's fun to speculate on what the marginal utility would be for a Netflix AVP app. There is some functio

Since Netflix can still be accessed in the AVP browser, it's fun to speculate on what the marginal utility would be for a Netflix AVP app. There is some functionality that will be lost such as downloads/offline use, but the biggest loss is probably the Netflix DRM that would allow 4k HDR10 videos on the AVP instead of the default which is probably 1080p SDR. If no one really cares for the extra quality (assuming the display doesn't show a noticeable improvement between the two video levels) then it doesn't make sense for Netflix to spend the extra money on an AVP app. And if they just let their iPad app be used, they would still need to spend money on QA and lawyers to make sure it worked on the AVP and none of the content holders objected to the new platform. (I don't have any specific insight to the Apple + Netflix discussion, but I used to work on video playback at Daydream and Oculus so I had similar discussions about engineering tradeoff for a native app vs web streaming in the past.)