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Based on my experience with corporate accounting, this is all too likely.

That sounds pretty believable. I would imagine somebody in customer support would have noticed it sooner than a month and a half if all of the customers weren’t getting sim cards.

Or they were out of stock of a component, but same idea.

for sim cards? thats like running out of dirt.

Sure, but any supply that is consumed can be exhausted locally, including dirt.

Maybe the restock was in the .0006% of containers that fall off ships yearly! Who knows.

I’m not even arguing that this is what happened here; just that a lifetime in ops and logistics has taught me there is a steady, non-zero failure rate.