ESPN and Fox claim Verizon is contractually bound to leave sports programs in the smaller bundles they'll be selling. ESPN is extremely expensive - most estimates are cable viewers pay about $70 a year for ESPN and have no choice.
unbundling will probably happen and will have some extremely messy fights - probably in the courts. In the meantime over the top services will continue to improve. At some point, probably sooner than the cable guys think, cable cutting will be a big thing. Then they'll resort to data caps.