With the launch of the SpaceX Falcon 9 V1.1 Nov 25th (Assuming it succeeds), it will apparently be the first US Commercial launch (I assume to GEO, since Orbital, with all the commercial small sats they have been launching, would otherwise count) in four years.
Basically the entire market went to ILS with Proton, and ArianeSpace with Ariane V. (Some to China, if you could be ITAR free)
What happened to the US commercial launch market? I know that the Atlas V and Delta IV are 'expensive' but Ariane V is not particularly cheap, nor is Proton.
Gwynne Shotwell of SpaceX had noted that in 2012, every commercial satellite launch competition (that they competed for) had been won by SpaceX. So SpaceX will very clearly aim to change this situation.