And with Disney+ now making paid content available on its app (Mulan). They are running a store within a store.
"Mulan" is an in-app purchase of a video stream. If the games are delivered as a stream, then they are similar. It sounded like these games were installing local code on a phone/tablet. If that's the case, it's very different and a violation of apple's historical policy against embedded stores. Streams are the exception.