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I think they could make more money using CGNAT and leasing those IPs out to data centers. Also another comment in this thread mentions that their cellular plan sold as a residential internet connection doesn't use CGNAT, but their phone plan from the same company does..

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Maybe! CGNAT isn't free, of course, you need pretty beefy machines to handle ISP numbers of clients. So, is the capex for the machines, engineering time to set them up, and opex for keeping them running more or less than they'd make back from leasing their net blocks? Hard to say.

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