Netflix and spotify dump you on a page which says "You can not continue via the app". They have not been allowed to tell you how you can continue to set up a payment, only that it can not be via the app. Now they can say go to this url to set it up.
They cannot send you to a URL and still can't mention non-IAP payments from the app. Only in a bulk email to users. Emailing your own users and providing them a way to pay for your cross-platform service was disallowed before.
Not really, apps that distribute content like that have are allowed to take payment outside the app, I’m pretty sure it applies to anyone. No doubt the exception was introduced because of Amazon and Netflix, but i think it applies to anyone.