Was wondering if they were purposely excluding on-demand ads from the mobile device. Probably not. Assuming this is what they'll be doing from now on, I guess the good news is by substituting your home recording with an on-demand stream, they might be able to provide a better OOH streaming experience. Bad news is they take away the opportunity to skip ads. When OOH, On-demand vs the recording should be the customer's choice, IMHO.