Might honestly be the end of ULA. This is quite a disaster given how shaky everything already was.
And it's another 8 lengths back to Pvt. Smiles (ULA) who is trailing the field ... SpaceX is widening now! He is moving like a tremendous machine! ... Blue is dropping back ... But SpaceX is all alone!
2020s space race, visualized https://www.youtube.com/watch?v=vfCMtaNiMDM
Probably not ULA entirely for as long as they make Centaur - which was selected as the new upper stage for SLS. They also have a decent number of contracts with Amazon, and also with NASA to bring Starliner to the station.
I wouldn't be surprised if Vulcan goes away, and they survive for a decade on those, and disappear (bought out by Blue or someone else) when SLS is replaced by New Glenn or Starship.