An independent analysis of the $98 billion wireline US business telecom market confirms several ongoing trends, including the cable industry's encroachment onto telco turf. The report also shows some widely varying strategies that are allowing companies such as CenturyLink and Windstream to do better among national businesses, while cable operators such as Altice and Cox achieve higher penetration within their local footprints.  

Industry veteran Matt Davis, now the principal analyst with Independence Research LLC, did a deep dive into individual company financials and combined that with some of his own estimates to produce "SMB & National Enterprise Market Trends Report," which includes both an evaluation of the overall market breakdown and detailed assessment of top players.