I'll believe it when I see it. The numbers simply don't pencil out. Streaming ads over cellular networks is going to be insanely expensive at rates that IOT/esim providers are currently offering. Not to mention that most people would connect to wifi anyways so they can watch neflix or whatever without a second device. If a 5G module costs $25 but only 10% of people actually never connect to wifi, you're basically paying $250 just to get that incremental customer connected.