25 Mar 2020 U.S. Carrier Managed SD-WAN LEADERBOARD
AT&T, Hughes and Verizon retain top three positions; Comcast jumps to fourth; Expansion of managed SD-WAN services defies the pandemic with 39% increase in customer sites
BOSTON, MA, March 31, 2021 – Vertical Systems Group announced today that the following companies achieved a position on the 2020 U.S. Carrier Managed SD-WAN Services LEADERBOARD (in rank order based on site share): AT&T, Hughes, Verizon, Comcast, Windstream, Lumen, Aryaka and TPx. These service providers each have two percent (2%) or more of the installed and billable Carrier Managed SD-WAN customer sites in the U.S. as of December 31, 2020.
“The managed SD-WAN market in the U.S. endured the pandemic as service providers installed hundreds of new networks in extremely challenging conditions throughout the past year. Businesses and enterprises accelerated the retirement of MPLS assets, and made purchase decisions for SD-WAN solutions that enable more flexible access options and dynamic connectivity,” said Rick Malone, principal of Vertical Systems Group. “Some provider positions changed on our 2020 Leaderboard benchmark, and we expect further shuffling of the ranks as additional sizeable networks are activated this year.”
Four companies attained a Challenge Tier citation for 2020 (in alphabetical order): Fusion Connect, GTT, Meriplex and MetTel. The Challenge Tier includes service providers with between one percent (1%) and two percent (2%) share of U.S. Carrier Managed SD-WAN sites.
- Expansion of Carrier Managed SD-WAN services in the U.S. increased 39% in 2020, despite the pandemic. As previously projected, demand was resilient across bandwidth intensive markets, but vulnerable for verticals like retail and travel. Pre-pandemic site growth was 89% for managed SD-WAN services in 2019.
- AT&T, Hughes and Verizon retain the top three U.S SD-WAN LEADERBOARD positions for the third consecutive year based on latest site share results.
- Comcast advances to rank fourth for 2020, moving up from seventh position in 2019.
- Windstream remains in fifth position. Lumen (formerly CenturyLink) moves to sixth position, from fourth in the prior year. Aryaka dips from sixth to seventh position. TPx debuts in eighth position, moving up from the Challenge Tier.
- MetTel advances to Challenge Tier, up from the Market Player tier.
- MEF 3.0 SD-WAN Service Certification has been attained by four of the 2020 LEADERBOARD companies: AT&T, Verizon, Comcast and Windstream.
- The primary technology suppliers for the 2020 LEADERBOARD companies are VMware, Versa, Fortinet, and Cisco (vEdge/Viptela and selected Meraki MX models). Additionally, Aryaka and Hughes utilize internally developed technologies.
- MEF 3.0 SD-WAN Technology Certification has been attained to date by Versa, VMware and Fortinet.
Market Players include providers selling Carrier Managed SD-WAN services in the U.S. with site share below one percent (1%), including global network providers that manage U.S. customer sites. For 2020, the Market Player tier includes the following companies (in alphabetical order): AireSpring, American Telesis, Bigleaf, bSimplify, BT Global Services, Cincinnati Bell, Cogent, Colt, Consolidated Communications, Cox, Crown Castle Fiber, DQE Communications, FirstLight, Frontier, Intelsat, Masergy, NTT, Orange Business, PCCW Global, PS Lightwave, RCN Business, SDN Communications, Segra, SES, SingTel, Sparklight Business, Spectrum Enterprise, Syringa, T-Mobile, T-Systems, Tata, Telefonica, Telia, Telstra, Transtelco, Veracity Networks, Virgin Media Business, Vodafone, Wave Business, Zayo and others.
Vertical’s Definition: Carrier Managed SD-WAN Service
Vertical Systems Group defines a Carrier Managed SD-WAN Service for segment analysis and share calculations as a carrier-grade offering for business customers that is managed by a network operator. Required components and functionality for these offerings include an SDN (Software Defined Network) service architecture that enables dynamic optimization of traffic flows, a purpose-built SD-WAN appliance or CPE-hosted SD-WAN VNF (Virtual Network Function) at each customer edge site, support for multiple active underlay connectivity services, and centralized network orchestration with application visibility end-to-end. For a detailed definition, refer to the Vertical BLOG: Managed SD-WAN Services Reality Check.
@SD-WAN is available now exclusively by subscription to an ENS Research Program. Research data includes the market share detail that powers the Carrier Managed SD-WAN Services LEADERBOARDs. ENS content for SD-WAN also quantifies market revenue, billable sites, customer counts, WAN access connections, pricing by WAN Access type, site configuration analysis, migration drivers to SD-WAN, customer purchase drivers, service provider challenges, technology suppliers by SD-WAN provider, Directories of Managed SD-WAN Services for both network operators and technology suppliers – and more. Carrier Managed SD-WAN is one of the three VPN service segments that Vertical Systems Group tracks, along with MPLS and Site-to-Site VPNs. Contact us for more information and pricing.