2023 U.S. Carrier Ethernet LEADERBOARD

U.S. retail Ethernet services expanded 2.4% in 2023; LEADERBOARD rankings remain unchanged since mid-2023

BOSTON, MA, February 12, 2024 – Vertical Systems Group announces that six companies achieved a position on the year-end 2023 U.S. Carrier Ethernet LEADERBOARD (in rank order based on retail port share as of December 31, 2023): AT&T, Lumen, Spectrum Enterprise, Verizon, Comcast Business and Cox Business. These network providers each have four percent (4%) or more of the U.S. retail Ethernet services market to qualify for a rank on this LEADERBOARD.

Challenge Tier citations were attained by the following six companies (in alphabetical order): Altice USA (includes Optimum and Lightpath), Cogent, Frontier, GTT, Windstream, and Zayo. The Challenge Tier includes providers with between 1% and 4% share of the U.S. retail Ethernet market.

“The U.S. Ethernet market rose 2.4% overall, driven by substantial growth in the DIA segment, offset by continued declining demand for switched services,” said Rick Malone, principal of Vertical Systems Group. “2023 was a challenging year for most Ethernet providers as they contended with the ongoing transition from legacy wireline data services to SD-WAN/SASE architectures.”

2023 U.S. Ethernet LEADERBOARD

2023 U.S. Ethernet Market Analysis

  • AT&T retains the #1 rank on the U.S. Ethernet LEADERBOARD for the second consecutive year.
  • Lumen remains in second position based on port share that accounts for its spinoff of U.S. assets to Brightspeed, European assets to COLT, and South American assets to Stonepeak.
  • Shares are tightening between several LEADERBOARD companies, which may impact mid-2024 rank positions.
  • Rank positions changed for several companies cited in the Challenge Tier.
  • DIA (Dedicated Internet/Cloud Access) is the top U.S. Ethernet service, outpacing Ethernet Private Lines, Ethernet Virtual Private Lines, E-Access to VPN, Metro LAN, and WAN VPLS.
  • Ethernet pricing has stabilized for lower speed services, while price compression persists for gigabit speed offerings.
  • AT&T, Lumen, and Verizon are the three LEADERBOARD companies with MEF 3.0 Carrier Ethernet (CE) certification.

The Market Player tier includes all providers with port share below 1%. Companies in the Market Player tier include the following providers (in alphabetical order): ACD, AireSpring, Alaska Communications, Alta Fiber, American Telesis, Arelion, Armstrong Business Solutions, Astound Business, Breezeline, Brightspeed, BT Global Services, Centracom, Consolidated Communications, Conterra, Crown Castle, Douglas Fast Net, DQE Communications, Exa Infrastructure, ExteNet Systems, Fatbeam, FiberLight, First Digital, FirstLight, Flo Networks, Fusion Connect, Global Cloud Xchange, Granite Telecom, Great Plains Communications, Hunter Communications, Intelsat, Logix Fiber Networks, LS Networks, MetTel, Midco, Momentum Telecom, NTT, Orange Business, Pilot Fiber, PS Lightwave, Ritter Communications, Segra (including UPN), Shentel Business, Silver Star Telecom, Sparklight Business, Syringa, Tata Communications, TDS Telecom, TPx, Uniti, US Signal, WOW!Business, Ziply Fiber, and other companies selling retail Ethernet services in the U.S. market.

Market shares are measured based on the number of billable retail customer ports installed. Vertical Systems Group’s Ethernet port share analysis includes six service segments based on what service providers are offering and enterprise customers are purchasing as follows: Ethernet DIA (Dedicated Internet Access), E-Access to IP/MPLS VPN, Ethernet Private Lines, Ethernet Virtual Private Lines, Metro LAN, and WAN VPLS.

@Ethernet is available now exclusively by subscription to an ENS Research Program. Research data includes the market share detail that powers the U.S. and Global Provider Carrier Ethernet Services LEADERBOARD results. Contact us for more information and pricing.