This is definitely a big longer term win for Universal. Not really speaking financially, but in terms of gaining more exposure and having kids grow up with Universal.The key here is "multiyear." Come 2024, when I think most agree we'll be in the "new normal," UOR will still have 10,000 families coming to fill hotel rooms, with off days and siblings requiring park visits. Especially when most kids that age would rather visit Uni than Disney anyway. Will all the money flow to UOR? No, this is probably also a boon to mid I-Drive, basically anyplace within strolling distance of Endless Summer. But they are outside the Disney bubble now, and once you teach families that's an option, they may never go back.
At the same time, I could see Pop Warner paying to buyout MK or something for a night now that they aren't around the resort all the time and in that case, that's easy money for the mouse without having to worry about dealing with those kids. "Multi-year" to me means probably somewhere around 2-4 years. I expect for Disney to fight for those events back as during normal times, they are some of the bigger events that happen at WWoS.
Disney better keep close with the AAU though, because if they lose them to Universal as well, then they'll have a whole complex just sitting there, waiting for contracts to expire so they can get them back from Universal. AAU changing over to Universal would be almost an even bigger move because the majority of the sports that operate in the complex are AAU.