Networking is our Specialty
Insight and statistics focused on networking and cloud connectivity services
New @Fiber Research
2025 U.S. Fiber Lit Buildings LEADERBOARD
AT&T ranks #1 on U.S. Business Fiber LEADERBOARD for tenth year
Fiber Lit Buildings approach 2 million sites
U.S. installations of commercial fiber circuits and lit buildings increased in 2025 as providers focused on higher speed offerings. Top fiber providers are actively expanding buildouts to meet demand for lower latency, higher bandwidth edge computing applications driven by AI. The number of lit fiber buildings increased across every building size segment during the past year. Currently greater than 80% of large and medium size buildings are fiber lit.
Rosemary Cochran, Principal, Vertical Systems Group
New @SD-WAN Research
2025 U.S. Carrier Managed
SD-WAN Services LEADERBOARD
Comcast Business retains #1 rank; Rank positions shift for two of the six leading Managed SD-WAN providers
The U.S. SD-WAN market sustained healthy growth in 2025, attaining a 15% increase in new site installations. We are seeing accelerated installation timelines with AI optimizing initial configurations, while advanced provider expertise streamlines deployments. As enterprise customers upgrade their networks, the conversion of legacy MPLS circuits to SD-WAN will be a dominant market driver.
Erin Dunne, Director of Research, Vertical Systems Group
New @Wavelength Research
2025 U.S. Wavelength Services LEADERBOARD
The U.S. wavelength marketplace diverged sharply in 2025, with several vendors posting double-digit circuit growth while others remained flat or had declines. These shifts yielded an installed base that grew seven percent overall. All major wavelength providers are now offering 400 Gbps waves across their footprints and are actively ramping 800 Gbps installations.
Rick Malone, Principal, Vertical Systems Group
New @Ethernet Research
2025 U.S. Carrier Ethernet Services
LEADERBOARD
AT&T Retains Top Rank for 2025
as U.S. Carrier Ethernet Market Flattens
While the U.S. Ethernet Leaderboard remained unchanged through 2025, we expect major reshuffling in 2026. Top provider rankings will shake up this year.
Rick Malone, Principal, Vertical Systems Group
@SD-WAN Research
Mid-Year 2025 Global Provider
Managed SD-WAN Services LEADERBOARD
AT&T, Verizon, Hughes, Orange Business, Vodafone, BT International, Telefonica and NTT attain a rank position on this unique benchmark
Global demand for SD-WAN services is being driven by new opportunities across country markets, customer conversions from MPLS, plus more ubiquitous Broadband/DIA connectivity. SD-WAN customers with sizable international networks are evaluating NaaS offerings that integrate SD-WAN, SASE, SSE, cloud-based connectivity, security, AI, application assurance and other features.
Rosemary Cochran, Principal, Vertical Systems Group
GNE 2025 Panel: NaaS Federation – Building a Trusted Automated Ecosystem
Dallas, TX
November 12, 2025
Carrier Ethernet • DIA • LEADERBOARDs
Managed SD-WAN • Dedicated IP VPN • MPLS
Wavelengths • Fiber Lit Buildings
Cloud Connectivity • Legacy Services Migration
Managed SD-WAN • Dedicated IP VPN • MPLS
Wavelengths • Fiber Lit Buildings
Cloud Connectivity • Legacy Services Migration
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