That actually wouldn't be affected (it would seem?), because developers are allowed to offer subscription outside the Apple infrastructure as well. However, for me, as a non-Comcast subscriber, if I bought a movie via an iPad, then a cut of that sale would go to Apple. But, without the iPad, Comcast would never have sold me a movie on Xfinity since I am a Direct TV guy. So the question would be, is it fair for Apple to get a cut of a movie Comcast sells to me if I would otherwise not have bought from Comcast. I don't know the answer, but isn't that the angle Apple is working? If you already have a right to Comcast content as a subscriber, that you pay through an external cable bill, Apple wouldn't be getting a cut of that, would they?
Certainly confusing. And again, this is more a question. I certainly don't pretend to understand the language of the new rules.