Possibly talking past each other then.
My statement was not that Netflix is providing Apple with value (I apologize if it came off that way), it's that Apple's customers are providing Apple with value by being a product that they sell to Netflix.
When Apple says that it provides a service that is "access to its userbase", that is Apple selling their customers as a product to another company.
When I talk about Apple trying to "have it both ways", what I refer to is Apple's simultaneous position that:
A) it monetizes customers directly rather than treating them as a product, which gives it a moral leg up over companies like Google/Facebook.
B) its customers are an asset that it is justified in selling access to.
Both of those statements can't be true at the same time, either it's monetizing access to its customer-base or it's not.