You can't compare Microsoft in the 90s to Android today. Microsoft sold a license to consumers AND then promoted their own apps/services. Google does not sell a license for Android so the only way they can monetize is via their apps like search.
If you tell Google that they can't install search and Chrome, they are essentially developing and managing Android for free and earning nothing. If you told Microsoft they couldn't install IE and Office in the 90s, they would have made billions upon billions of dollars from Windows in licensing.