They stopped paying their outsourced SIM Card burning and shipping vendor. This isn’t a state in their support database, which dutifully queued up requests as-if everything is fine. Eventually they paid their vendor and the requests got popped off the queue.
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.
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.