Google makes a point of noting that the policy will only affect at most three percent of developers with apps on the Play Store. And of that three percent, it says nearly 97 percent already use Google Play’s billing system to let people pay for their in-app purchases. But making up that less than one percent of Play Store developers are companies like Netflix and Spotify. They currently bypass that requirement by prompting their customers to pay for subscriptions directly. The policy change will effectively force those companies to pay Google’s 30 percent fee on in-app purchases.
The policy clarification almost certainly comes in response to Fortnite‘s recent removal from the Play Store. In August, Epic Games added an alternate billing system to the iOS and Android versions of the game that allowed players to bypass the App Store and Google Play when paying for Fortnite‘s in-game V-Bucks currency. In fact, Google explicitly mentions Fortnite when talking about the openness of the Play Store, saying, “even if a developer and Google do not agree on business terms the developer can still distribute on the Android platform.”