so ESPN can have it's own stand alone thing? but cable co are forced to have ESPN + Disney channel in all basic plans?
No one is forced, Live TV Providers can give up those channels once the contract is over.
But why it is not a good idea, was just proven during the DirecTV/Disney dispute.
During the 3rd Quarter, all Streaming Live TV Providers had subscribers gains, Sling, Hulu Live, Fubo and YTTV, a lot from those leaving DirecTV, because they did not wish to miss out on College/Pro Football.
Even if you don't want ESPN but want other cable channels?
Yes.
If ESPN can go standalone then they become like HBO on cable.
ESPN Streaming plans, are to go after those without Paid Live TV, which, by the end of 2025, will outnumber those with Paid Live TV, so it is a good business decision to offer services, to now 63 Million Households, while continuing to receive per sub fees from, currently, 68 Million Households.
Will that cause more to leave Paid Live TV, yes, how many, I have no idea.
Not offering it, would not stop cord cutting, that ship has sailed, Cable/Satellite lost 8 Million subs in 2023 (2 million were picked up by YTTV), so 6 Million left last year.
Expected to be largely the same in 2024, once 4th quarter numbers are released.