it's not -GOOGLE- that is doing this, but a company called Micello
Smart business model for Micello. Do it right, and Google will buy them. Everyone wins.
You're probably spot on with the ad-sales idea, however..
Works are very commonly (if not always, or close enough) released at certain times and places TO certain places, usually staggered. There are tons of releases that, for one reason or another, never release in some regions.
Many times, licenses (perpetual, exclusive and/or other) are tied right into this -- some place that distributes, say, Star Trek, in the Americas, may have long ago in a galaxy far away sold exclusivity w.r.t. distribution/licensing to someone else.
Besides, if you can't figure out how to proxy a u.s. address in order to get some download cookies / uris, you shouldnt be posting complaining "poor me".
I'll trade you some Star Trek for some BBC-Player action..
The first rule of intelligent tinkering is to save all the parts. -- Paul Erlich