Here is a collection of some stats and studies for your reading pleasure.
Mary Meeker's 2012 Presentation On The State Of The Web is a good read despite being heavily mobile. She spends quite a few slides pointing out how SO many industries have been disrupted side-swiped by technology, especially Internet enabled apps.
"The worldwide Ethernet switch market, which had grown in large part due to the adoption of 10 Gigabit Ethernet technology in the data center, contracted in the third quarter, with revenue dropping 4.4 percent, according to analysts with IDC." [eweek]
Survey Finds 'Death of the Landline' as Most Disruptive Force to US-based Communication Services. I would have to agree. That copper plant impacts a lot of telecom.
"According to a recent market study made by Infonetics Research, the third quarter of 2012 saw a few positive changes in the leading business PBX telephony systems. Cisco was found to be the leading PBX business phone system vendor (for the 5th straight quarter), followed closely behind by Avaya." [source]
"the high roller in the Unified Comminications (UC) market is Mcrosoft, with a rise in revenues of approximately 40% over second quarter profits." You have to read it carefully. It's just about revenue growth. Diane Myers continues: “UC applications have been a real sweet spot. The demand for tools that aid employee productivity and flexibility is fueling growth in this segment, and Microsoft’s Lync has been the primary beneficiary, enjoying over 40% sequential growth in the third quarter.”
More from the Infonetics: Enterprise Telephony study:
"Revenue is declining at a faster rate than shipments: for the first time, the average revenue per PBX line slipped below $200." This is globally in the whole IP-PBX space.
Frost & Sullivan's new report "North American VoIP Access and SIP Trunking Services Market 2012: Broader Market Acceptance Drives Robust Growth" to their offering. This couldn't be more obvious. SIP Trunking and VoIP are growing. No kidding. The PSTN is closing and copper is clipping. Cable Voice is all VoIP, even the PRI's. Try to buy a TDM PRI sometime, Frost & Sullivan. Oh, and there was consolidation in this space in 2011. See what I mean?
Lastly, a beautiful infographic from GigaOm on the state of the US Broadband market!