VSG: Charter, Comcast, Cox among top Ethernet providers

Aug. 23, 2018
According to Vertical Systems Group's "U.S. Carrier Ethernet LEADERBOARD analysis for Mid-Year 2018," the following seven companies ...

According to Vertical Systems Group's "U.S. Carrier Ethernet LEADERBOARD analysis for Mid-Year 2018," the following seven companies topped the list (rank order based on retail port share): CenturyLink, AT&T, Verizon, Spectrum Enterprise, Comcast, Windstream and Cox.

To qualify for the LEADERBOARD, providers must have 4% or more of the U.S. Ethernet services market. Shares are measured by the number of customer ports in service as tracked by Vertical Systems Group, with input from surveys of Ethernet providers.

"After a flurry of M&A activity during the past two years, the Ethernet marketplace stabilized during the first half of 2018," said Rick Malone, principal of Vertical Systems Group. "U.S. port growth was more than 6% 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."