They need to at least have the capacity to do so to leverage against the networks. If Ten and Nine are out it leaves little leverage for the AFL with a joint Fox/7 deal. However if they think the AFL may walk and adopt their own streaming service they would both see the dollars walking out the door (especially Foxtel) and you'd see them come back to the table pretty quickly.
Im with you on this one It was one of the best money spent by AD to set up the AFLs own media unit and will pay off big time in the future