CenturyLink has the highest carrier Ethernet market share of U.S. companies, according to the latest Vertical Systems Group carrier Ethernet Leaderboard. Following CenturyLink were AT&T, Verizon, Spectrum Enterprise, Comcast, Windstream and Cox. All of those companies had Leaderboard status, meaning that they have at least 4% of the carrier Ethernet market as measured by customer ports.
“After a flurry of M&A activity during the past two years, the Ethernet marketplace stabilized during the first half of 2018,” Rick Malone, principal of Vertical Systems Group, said in a press release. “U.S. port growth was more than 6 percent for the period, with accelerating deployments of multi-gigabit speed services. Most providers experienced acute price compression across all data rates, partially offsetting the revenue typically generated from higher speed services. All providers are grappling with longer sales cycles due to SD-WAN, however the impact on the U.S. Ethernet base has been negligible to date.”
Carrier Ethernet Market Share
The Leaderboard Challenge tier consists of providers with 1% to 4% market share. In alphabetical order, Altice USA, Cogent, Frontier, GTT, Sprint and Zayo earned this status.
The third classification is companies with fewer than 1% of the ports in service. In alphabetical order, they are Alaska Communications, American Telesis, BT Global Services, Cincinnati Bell, Consolidated Communications, Crown Castle Fiber, DQE Communications, Expedient, FiberLight, FirstLight, Fusion, Global Cloud Xchange, Great Plains Communications, Hawaiian Telcom, Logix Fiber Networks, LS Networks, Lumos Networks, Masergy, MegaPath, Midco, NTT America, Orange Business, RCN Business, Tata, TDS Telecom, Telstra, TPx Communications, Unite Private Networks, US Signal, Vodafone and WOW! Business. The press release says that there are others in this classification.
In its 2017 year-end Leaderboard, VSG said in April that AT&T has the most on-net lit fiber buildings in the U.S. The results, which were released in April, said AT&T was joined by several other operators with 0,000 or more on-net fiber lit commercial buildings, including Verizon, Spectrum Enterprise, CenturyLink, Comcast, Cox, Crown Castle Fiber, Zayo, Frontier and Altice USA.