06 Mar 2022 Global Provider Carrier Ethernet LEADERBOARD
Orange Business repeats as top Global Provider; Lumen secures final position on LEADERBOARD after sale of Latin American assets
BOSTON, MA, March 8, 2023 – Vertical Systems Group announces that seven companies achieved a rank on the 2022 Global Provider Ethernet LEADERBOARD as follows (in order based on retail port share as of year-end 2022): Orange Business (France), Colt (U.K.), Verizon (U.S.), AT&T (U.S.), BT Global Services (U.K.), NTT (Japan) and Lumen (U.S.). This industry benchmark for multinational Ethernet network market presence ranks companies that hold a 4% or higher share of billable retail ports at sites outside of their respective home countries.
The following nine companies attained a 2022 Challenge Tier citation (in alphabetical order): Cirion (Argentina), Cogent (U.S.), Global Cloud Xchange (India), GTT (U.S.), SingTel (Singapore), T-Systems (Germany), Tata Communications (India), Telefonica (Spain) and Vodafone (U.K.). The Challenge Tier includes companies with share between 2% and 4% of this defined market.
“The market for global Ethernet ports expanded as enterprises continue to add sites to their existing networks,” said Rick Malone, principal of Vertical Systems Group. “DIA additions outpaced other Ethernet services, as enterprises transition to hybrid SD-WAN architectures worldwide.”
- Rank positions are unchanged for the top four Global Ethernet Providers on the 2022 LEADERBOARD – Orange Business, Colt, Verizon and AT&T. Share differentials remain slim between these leading providers based on latest port share results.
- The next three LEADERBOARD positions have shifted due to Lumen’s divestiture of Latin American assets, which included a sizable Ethernet base.
- As a result, Lumen drops from rank position #5 to the #7 position. BT Global Services advances to the #5 position from #6, and NTT moves up to the #6 position from #7.
- The 2022 Challenge Tier expands from eight to nine companies with the addition of Cirion, which acquired global Ethernet ports from Lumen.
- Our research shows a steady uptick in the number of net new Global Provider Ethernet ports installed during 2022.
- Global Ethernet providers cite geopolitical disruptions, supply chain concerns, and increased competition as growth inhibitors for this segment.
- Five of the seven Global Provider Ethernet LEADERBOARD companies have attained MEF 3.0 Carrier Ethernet certification as follows (in rank order): Orange Business, Colt, Verizon, BT Global Services, and Lumen.
The Market Player tier includes all Global Providers with port share below 2%. Companies in the 2022 Market Player tier are as follows (in alphabetical order): Alice (Netherlands), Arelion (Sweden), Bell (Canada), CAT Telecom (Thailand), China Telecom (China), Claro Enterprise Solutions (Mexico), CMC Networks (South Africa), Comcast (includes Masergy) (U.S.), Embratel (Brazil), Epsilon (Singapore), euNetworks (U.K.), Exa Infrastructure (U.K.), Exponential-e (U.K.), Flo Networks (Mexico), Fusion Connect (U.S.), Globe (Philippines), GlobeNet (Brazil), HGC Global (Hong Kong), Indosat Ooredoo (Indonesia), KDDI (Japan), Korea Telecom (Korea), PCCW Global (Hong Kong), PLDT Global (Philippines), Retelit (Italy), Sparkle (Italy), StarHub (Singapore), T-Mobile (U.S.), TM One (Malaysia), Telin (Singapore), Telstra (Australia), Virgin Media (U.K.), Zayo (U.S.) and other providers selling Ethernet services outside their home country.