The difference is clearly that with Netflix, the thing you're buying (access to TV shows and movies) is experienced virtually through the app. You may not disagree with that policy (I don't, and it's certainly applied inconsistently) but it's pretty cut-and-dry here.
I get your point, but for me at least, I use my Netflix app in 99.9% of cases as a remote control for my TV... I wouldn't call that experiencing content through an app.