For the second consecutive year, AT&T retains the #1 rank on Vertical Systems Group's U.S. Ethernet LEADERBOARD, which ranks six companies 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.
- 2023 U.S. Ethernet Market Analysis:
- 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 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.”
