Just wait until https://sidewalk.amazon/ (or competing solutions) hits Smart TV manufacturers so they can still collect data / do ad operations.
Or what the recent bitcoin wallet attack did and just put a cellular chip inside the device so it can always communicate outside.
The monthly cost of a sim card is pretty high relative to the actual value of targeting ads to the user, especially when most of their customer base is already connecting it to wifi. Sidewalk requires a very cheap module - the EBYTE E220-900M22S is under $3 and and the Wio-SX1262 is $4, compared to cellular connections which - last time I checked - were $5/mo per device, depending on data requirements. Maybe 5G has changed that. I guess a MFG could also only renew a SMS contract for IMEIs where the underlying device hasn't been connected to the internet via wifi.