Given that so much of Apple's profits are from extortionate App Store fees... I can't help but think this is a classic "commodify your complement" strategy from Google. The lion's share of Google's revenue comes from search: if cutting subscription fees on the Play Store forces Apple to cut their take on the App Store by half, then Apple loses considerably more than Google — and Apple's loss is Google's gain. And if Apple doesn't cut their rate... It's a lot harder for them to argue to regulators that they shouldn't be forced into having oversight, since it's no longer standard to take so much.