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Movin’ on up: Comcast ranks 6th on latest Ethernet Leaderboard

Thu, 08/21/2014 - 12:27pm
Mike Robuck

Comcast Business marched from eighth to sixth place on Vertical System Group’s most recent Mid-2014 U.S. Carrier Ethernet Leaderboard.

Comcast is the second-ranked cable operator on the Leaderboard one spot behind Time Warner Cable, which it’s in the process of acquiring.

Mergers will play a key role in the Leaderboard standings going forward with Level 3 also in the process of acquiring tw telecom, which as announced in June. Currently, tw sits in third-place on the Leaderboard behind AT&T and Verizon, respectively, while Level 3 is eighth overall.

With an initial launch three years ago, Comcast Business was somewhat of a late bloomer when it came to offering Ethernet-based services, but its Ethernet portfolio has been a boon to Comcast’s bottom line ever since.

“As our recent Q2 2014 earnings reflected, business services continue to accelerate for Comcast as we near an almost $4 billion annual run-rate,” wrote Mike Tighe, executive director, data Services, Comcast Business, in a blog post today. “A key engine in that growth is Ethernet, and based on a new mid-year market share report from a leading analyst firm, we are firing on all cylinders in our ‘Ethernet everywhere’ strategy.

“Our growth and success with Ethernet is largely driven by the fact that too many businesses have had to rely on T1s or DSL because they had no other option.”

Rounding out the top nine service providers on the Leaderboard were CenturyLink (fourth), Cox Communications (seventh) and XO (ninth.)

Vertical Systems Group said port shares were calculated using the base of enterprise installations of Ethernet services, plus input from its independent surveys of Ethernet service providers. The Leaderboard threshold was 4 percent or more of billable port installations.

Vertical System Group’s Challenge Tier includes all providers with between 1 percent and 4 percent share of the U.S. retail Ethernet market. The following seven companies attained a position in the mid-2014 Challenge Tier (in alphabetical order): Charter, Cogent, Integra, Lightpath, MegaPath, Windstream and Zayo.

“Now beyond the hockey stick ramp stage, the U.S. Ethernet services market has entered a very healthy growth period. During the first half of 2014, more new Ethernet customer ports were installed than during any previous corresponding period,” said Rick Malone, principal at Vertical Systems Group. “Customers shopping for Ethernet services have a broader choice of companies with substantial Ethernet assets, including the sixteen providers on the mid-2014 Leaderboard and Challenge Tier rosters.”

 

 

 

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