Networking is our Specialty
Insight and statistics focused on networking and cloud connectivity services
New @Wavelength Research
2024 U.S. Wavelength Services LEADERBOARD
The U.S. installed base of Wavelength circuits grew almost eight percent in 2024 as enterprises, hyperscalers and service providers added more power and bandwidth to support soaring AI traffic. All major providers offer 100 Gbps waves throughout their footprints and are ramping 400 Gbps installations. We expect to see a measurable increase in 800 Gbps installations this year.
Rick Malone, Principal, Vertical Systems Group
New @Ethernet Research
2024 U.S. Ethernet Services LEADERBOARD
AT&T Ranks #1 for Third Year
Spectrum Enterprise and Comcast Business Gain Ethernet Port Share
Challenge Tier expands to eight companies
The overall market for U.S. Ethernet services advanced 2.2% in 2024, led by strong demand for DIA connections. Other segments ā including Access, Private Lines and Metro ā are in secular decline. We project sustained slow growth through 2029 driven by customer requirements for DIA services.ā
Rick Malone, Principal, Vertical Systems Group
@Fiber Research
2023 U.S. Fiber Lit Buildings LEADERBOARD
AT&T retains #1 position
Double digit increase in 2023 for U.S. Fiber Lit sitesĀ
The number of U.S. fiber lit sites is steadily expanding across every commercial building size segment. Demand is also accelerating from cloud providers and service providers to support the rise in AI, security services, and other applications requiring ultra-high capacity fiber connectivity to Data Centers.
Rosemary Cochran, Principal, Vertical Systems Group
@SD-WAN Research
2023 U.S. SD-WAN
Technology LEADERBOARD
Four of the five LEADERBOARD positions change; VMware by Broadcom secures #1 rank, surpassing Cisco; HPE Aruba Networking advances to #4, ahead of Versa Networks
Significant changes in site shares for the leading SD-WAN Technology companies resulted in a shakeup in the year-end 2023 rankings. Many enterprise customers areĀ refreshing their Carrier Managed SD-WAN networks with new orchestration capabilities, dynamic underlay connectivity, and SSE security.
Rosemary Cochran, Principal, Vertical Systems Group
Vertical BLOG + STATFlash
Carrier EthernetĀ ā¢Ā LEADERBOARDsĀ Ā ā¢Ā Fiber Lit Buildings
Managed SD-WANĀ ā¢Ā Ā Dedicated IP VPNĀ ā¢Ā MPLS
WavelengthsĀ ā¢Ā Cloud Connectivity
Access TechnologiesĀ ā¢Ā Legacy Services Migration
Managed SD-WANĀ ā¢Ā Ā Dedicated IP VPNĀ ā¢Ā MPLS
WavelengthsĀ ā¢Ā Cloud Connectivity
Access TechnologiesĀ ā¢Ā Legacy Services Migration
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