What changed is that their powerplay over the Heineken Cup has backfired on them and they have ended up painting themselves into a corner. The Welsh are their only way out, without them, they are all alone with no place to go.
PRL is anybody's ***** at the moment.
Not necessarily true. The BT deal, as reported, covers the old Sky deal and the HEC deal. Losing six match days worth of revenue is irritating and worth reversing, but probably not the end of their world. The French remain committed to a tournament with them at some point, officially at least. PRL would look pretty silly without European rugby, but it would still be there, and long term are probably not the biggest losers out of a continuing impasse.
As for backfiring - they've got everything they wanted bar the TV deal and governance with negotiations yet to close. They've probably killed ERC. Backfire? Its not over yet, but so far I'd say they're not doing too bad.