17 Feb 2024 U.S. Carrier Ethernet LEADERBOARD

Posted at 11:34h in Leaderboards by

DIA and Gigabit services are powering the U.S. Ethernet market; Challenge Tier expands to eight companies

BOSTON, MA, February 19, 2025 – Vertical Systems Group’s research shows that the following six companies achieved a position on the 2024 U.S. Carrier Ethernet LEADERBOARD (in rank order based on retail port share as of December 31, 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.

Challenge Tier citations for 2024 were attained by eight companies (in alphabetical order): Altice USA (includes 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.

“The overall market for U.S. Ethernet services advanced 2.2% in 2024, led by strong demand for DIA connections. Other segments — including Access, Private Lines and Metro — are in secular decline,” said Rick Malone, principal of Vertical Systems Group. “The U.S. Ethernet market continues to expand despite its legacy status. We project sustained slow growth through 2029 driven by customer requirements for DIA services.”

2024 U.S. Ethernet Market Analysis

  • AT&T retains the #1 rank on the U.S. Ethernet LEADERBOARD for the third consecutive year.
  • Spectrum Enterprise and Comcast Business are the only LEADERBOARD companies with Ethernet port share gains in 2024.
  • The Challenge Tier expands to eight as Crown Castle advances from the Market Player tier.
  • In 2024 the total U.S. base of retail Ethernet ports grew 2.2%.
  • Ethernet DIA (Dedicated Internet/ Cloud Access) ports are increasing at a double-digit CAGR between 2024 and 2029.
  • Gigabit speed services are powering expansion of the U.S. Ethernet market, and propelling demand for new fiber deployments.
  • Applications driving the need for secure Ethernet connectivity include AI and GenAI, plus Cloud, Data Center, and Managed SD-WAN/SASE services.
  • AT&T, Lumen, and Verizon are the three LEADERBOARD companies with MEF 3.0 Carrier Ethernet (CE) certification.

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, 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), Shentel Business, 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.

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.

@Ethernet is available now exclusively by subscription to an ENS Research Program. Research data includes the market share detail that powers the U.S. and Global Provider Carrier Ethernet Services LEADERBOARD results. Contact us for more information and pricing.

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