Many GEO missions were bid so far in advance that they were booked on Ariane many years before.
There is also some reason to believe that some of the European GEO missions were given insentives in various ways to fly on Arianespace. And then finally Arianespace simply had to sell all the Ariane 5s that were left. The Ariane 5 had at base something close to competitive in a very niche market of dual GEO launches and had to go away.
ULA won a larger share of NSSL but have done almost no commercial contracts ever. The slightly larger share of NSSL probably has more to do with the existing relationship and the long history and understanding of airforce processes. However, ULA is already going to miss their target launch dates for NSSL.
So the reality is that Arianespace and ULA are closer to being state entities then anything else.
In terms of actually BUILDING rockets and engines they are not even playing in remotely the same league as SpaceX. Ariane 6 is a slightly upgraded Ariane 5 and cost a huge amount more then the whole Falcon program including reusability and the Heavy (including Marlin development).
And Ariane 6 given its further delays is probably adding another couple 100 million on top of what is already committed. A follow up to the Ariane 6 will likely not show up until more then a decade.
So while these are big players, I don't think they are actually endangers competitors, more like big niches.
> GEO is more competitive because SpaceX uses RP1 for its upper stage which is not as efficient as the others that use hydrogen.
This is actually not true. SpaceX second stage is perfectly capable of doing what it needs and cheaper to produce.