They got IPs but they missed out on the "Hi, I'd like 16.7 million IPs please" era and mostly on the "Hi, I'd like yet another 65k please" era as well.

With NAT444 carriers can use a 1 public IP to serve all of the connections for somewhere between 100-1000 customers depending on the usage pattern of those customers. Right now an IPv4 address sells for about $40 so even on the low scale if they had 0 IP addresses that's a one time cost of less than 50 cents per customer. Without NAT444 it would have been 100-1000 times more expensive for newer ISPs to use IPv4 and you would have seen a lot more by now.