Vertical Systems Group is out with its midyear carrier Ethernet rankings.
In terms of port share, AT&T is tops, followed in order by Verizon, tw telecom, CenturyLink, Cox, XO Communications, Time Warner Cable and Level 3 Communications. Vertical calculated port share in its Carrier Ethernet Leaderboard by using its base of enterprise installations, plus via direct input and other data from surveys of Ethernet service providers.
XO improved its position to sixth, and Time Warner jumped up to seventh. Level 3 slipped to the eighth spot from the last rankings. A provider must have at least 4 percent of billable retail port installations to make VSG's Carrier Ethernet Leaderboard.
Vertical Systems Group's Ethernet "Challenge" tier includes providers with 1 percent or more of billable retail port installations. Charter Business, Cogent, Comcast Business, Integra, Lightpath, Windstream and Zayo Group (includes its acquisitions), appearing here in alphabetical order, all made the list.
"During this reporting period, the cable MSOs showed very strong market penetration. For the first time, the cable MSO segment had more new Ethernet port installations than the incumbent carrier segment," said Rick Malone, principal at Vertical Systems Group. "Competition was heaviest in the mid- and small-business sectors served by MSOs and regional CLECs, resulting in very favorable pricing for customers."
Vertical found that the eight companies on the Leaderboard, as a group, lost more than 2 percent market share to smaller companies during the first half of the year. Cable MSOs now comprise 20 percent of the total U.S. Ethernet port base. The incumbent carrier segment remains the largest, with 47 percent of total ports, followed by the competitive provider segment (33 percent of ports), VSG said.
Meantime, Vertical says a larger percentage of retail Ethernet ports are being sold using wholesale and other channel partners.
Ethernet providers say there's an uptick in demand for connectivity to private clouds using Ethernet private lines (EPLs) and Ethernet virtual private lines (EVPLs). The fastest growing offerings during the first half of the year were Ethernet access to IP/MPLS services and cloud connectivity, the study revealed.
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