01 Oct Mid-2024 U.S. Carrier Ethernet LEADERBOARD
AT&T continues to top U.S. Ethernet Services market; Challenge Tier increases to seven providers
BOSTON, MA, October 2, 2024 – Vertical Systems Group’s research shows that the following six companies achieved a position on the mid-year 2024 U.S. Carrier Ethernet LEADERBOARD (in rank order based on retail port share as of June 30, 2024): AT&T, Lumen, Spectrum Enterprise, Verizon, Comcast Business, and Cox Business. To qualify for a rank on this LEADERBOARD, network providers must have four percent (4%) or more of the U.S. retail Ethernet services market.
The Challenge Tier increases from six to seven providers as of mid-year 2024 with the addition of Granite, which advanced from the Market Player tier. Companies with a mid-2024 Challenge Tier citation are as follows (in alphabetical order): Altice USA (including subsidiary Lightpath), Cogent, Frontier, Granite, GTT, Windstream, and Zayo. The Challenge Tier includes providers with between 1% and 4% share of the U.S. retail Ethernet market.
U.S. Ethernet Market Analysis: Mid-Year 2024
- AT&T continues to hold the #1 rank on the U.S. Ethernet LEADERBOARD.
- Rank positions at mid-2024 for the top six Ethernet LEADERBOARD providers are unchanged from year-end 2023.
- Year-end 2024 ranks may shift due to the share differential between several LEADERBOARD companies.
- DIA (Dedicated Internet/Cloud Access) remains the largest and fastest growing U.S. Carrier Ethernet service based on both revenue and ports.
- Challenges to Ethernet market growth include ongoing migration to other services, including Carrier Managed SD-WAN and SASE, Wavelength services, and Dark Fiber.
- Three LEADERBOARD companies have MEF 3.0 Carrier Ethernet (CE) certification: AT&T, Lumen, and Verizon.
The Market Player tier includes all providers with port share below 1%. Companies in the Market Player tier include the following providers (in alphabetical order): ACD, AireSpring, Alaska Communications, Alta Fiber, American Telesis, Arelion, Armstrong Business Solutions, Astound Business, Bluebird Network, Breezeline, Brightspeed, BT Global Services, Centracom, Consolidated Communications, Conterra, Crown Castle, Douglas Fast Net, DQE Communications, Epsilon, Everstream, Exa Infrastructure, ExteNet Systems, Fatbeam, FiberLight, First Digital, FirstLight, Flo Networks, Fusion Connect, GCX, Glo Fiber, Great Plains Communications, Hunter Communications, Intelsat, Logix Fiber Networks, LS Networks, MetTel, MetroNet Business, Midco, Momentum Telecom, NTT, Orange Business, Pilot Fiber, PS Lightwave, Ritter Communications, Segra (including UPN), Silver Star Telecom, Sparklight Business, Syringa, Tata Communications, TDS Telecom, TPx, Uniti, US Signal, WOW!Business, Ziply Fiber and other companies selling retail Ethernet services in the U.S. market. and other companies selling retail Ethernet services in the U.S. market.
Market shares are measured based on the number of billable retail customer ports installed. Vertical Systems Group’s Ethernet port share analysis includes six service segments based on what service providers are offering and enterprise customers are purchasing as follows: Ethernet DIA (Dedicated Internet Access), E-Access to IP/MPLS VPN, Ethernet Private Lines, Ethernet Virtual Private Lines, Metro LAN, and WAN VPLS.
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