28 Aug Mid-2025 U.S. Carrier Ethernet LEADERBOARD

Posted at 12:51h in Leaderboards by

DIA guides Ethernet market higher; AT&T retains top rank

BOSTON, MA, August 28, 2025 – Vertical Systems Group’s research shows that the following six companies achieved a position on the mid-year 2025 U.S. Carrier Ethernet LEADERBOARD (in rank order based on retail port share as of June 30, 2025): AT&T, Lumen, Spectrum Business, 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.

Eight companies have attained a mid-2025 Challenge Tier citation as follows (in alphabetical order): Altice USA, Cogent, Crown Castle, 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 2025

  • AT&T continues to hold the #1 rank on the Mid-2025 U.S. Carrier Ethernet LEADERBOARD.
  • Mid-year 2025 U.S. Carrier Ethernet market shares for four of the six LEADERBOARD companies are within less than 4%.
  • The U.S. Carrier Ethernet market is stable and maturing.
  • Fastest growing Ethernet service in the U.S. is DIA (Dedicated Internet/Cloud Access) based on both ports and revenue.
  • Key ongoing challenges for the Ethernet market include customer migration from switched Ethernet and MPLS services to Carrier Managed SD-WAN and SASE.
  • AI and GenAI are driving requirements for highly secure Gigabit Ethernet connectivity.
  • Three LEADERBOARD companies have attained Mplify 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, 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, Midco, Momentum Telecom, NTT, Orange Business, Pilot Fiber, PS Lightwave, Ritter Communications, Segra (including UPN), Silver Star Telecom, Sparklight Business, Syringa, T-Fiber (includes MetroNet, Lumos, U.S. Internet), Tata Communications, TDS Telecom, TPx, Uniti, US Signal, WOW!Business, Ziply Fiber (now owned by Bell Canada) 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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