VSG LEADERBOARD
AT&T Tops VSG 2022 Global Provider Carrier Managed SD-WAN Leaderboard
AT&T attained first place on Vertical Systems Group’s (VSG) 2022 Global Provider Carrier Managed SD-WAN Leaderboard, followed by Orange Business, Verizon, BT Global Services, NTT, Telefonica Global Solutions, Hughes and Vodafone. AT&T bumped Orange out of first place on the 2022 leaderboard. No surprise as AT&T continues to top VSG’s 2022 U.S. Carrier Managed SD-WAN Leaderboard for five consecutive years!
BT Global Services overtook NTT for 4th place. Hughes moved out of the Challenge Tier and onto the leaderboard. The top three service providers – AT&T, Orange Business and Verizon – also have MEF 3.0 SD-WAN certification.
This leaderboard includes service providers with 4% or more billable retail site share outside their home countries, which are shown in the graphic below:
Twelve companies qualify for the 2022 Global Provider Managed SD-WAN Challenge Tier (in alphabetical order): Aryaka (U.S.), Colt (U.K.), Comcast Business (U.S.), Deutsche Telekom (Germany), Global Cloud Xchange (India), GTT (U.S.), Liberty Networks [formerly Cable & Wireless] (Barbados), PCCW Global (Hong Kong), Singtel (Singapore), Tata (India), Telia (Sweden), and Telstra (Australia). The Challenge Tier includes companies with site share between 1% and 4% of this defined SD-WAN segment.
“Leading global SD-WAN providers continued to expand their footprints into dozens of new countries during 2022, with the goal of providing multinational customers with seamless connectivity,” said Rosemary Cochran, principal of Vertical Systems Group. “There was some shuffling of provider rankings since our last Leaderboard release, as competition for global customers is intense and share differentials in this segment are extremely tight.”
Research Highlights:
- Share results for this new Global Provider Managed SD-WAN LEADERBOARD include each provider’s installed year-end 2022 base of multinational customer sites, excluding home country. Vertical’s initial benchmark for this specialized segment was the Mid-2021 Global Provider Managed SD-WAN LEADERBOARD, which included site installations as of June, 30 2021. The share comparisons provided in this analysis are based on these two time periods.
- The roster of companies ranked on the LEADERBOARD increased to eight in 2022, up from seven previously.
- AT&T advances to first position on the LEADERBOARD, up from second and displacing Orange Business. AT&T also ranks first on the 2022 U.S. Carrier Managed SD-WAN LEADERBOARD.
- BT Global Services moves up to the fourth LEADERBOARD position, which drops NTT to fifth position.
- Hughes enters the LEADERBOARD in seventh position, moving up from the Challenge Tier. Vodafone dips from seventh to the eighth and final position.
- The 2022 Challenge Tier remains at twelve companies, however with lineup changes. Lumen drops from the Challenge Tier into the Market Player tier, and Comcast Business (includes Masergy) moves up from the Market Player tier.
- Carrier Managed SD-WAN solutions for multinational customers are typically custom hybrid network configurations that require global infrastructures and technical expertise, and may incorporate MPLS VPNs bundled with cloud connectivity, plus advanced security that is integral or provided with technology partners.
- MEF 3.0 SD-WAN certification has been attained by the top three companies ranked on the 2022 Global Provider Carrier Managed SD-WAN LEADERBOARD – AT&T, Orange Business, and Verizon. Additionally, five companies cited in the Challenge Tier have MEF 3.0 SD-WAN certification as follows: Colt, Comcast Business, PCCW Global, Tata and Telia.
- The primary technology suppliers utilized by the Global Provider SD-WAN LEADERBOARD and Challenge Tier companies are as follows (in alphabetical order): Cisco, Fortinet, HPE Aruba, Nuage Networks from Nokia, Palo Alto, Versa and VMware.
The Market Player tier includes all other companies with Global Provider SD-WAN site share below one percent (1%), including the following companies (in alphabetical order): Batelco (Bahrain), China Telecom (China), Cirion (Argentina), Claro Enterprise Solutions (Mexico), CMC Networks (South Africa), Cogent (U.S.), Embratel (Brazil), Epsilon (Singapore), Etisalat (Abu Dhabi), Exponential-e (U.K.), Flo Networks (Mexico), Fusion Connect (U.S.), HGC Global (Hong Kong), Intelsat (U.S.), KDDI (Japan), Lumen (U.S.), Meriplex (U.S.), PLDT Enterprise (Philippines), Retelit (Italy), SES (Luxembourg), Sparkle (Italy), StarHub (Singapore), T-Mobile (U.S.), Telenor (Norway), Telin (Singapore), TelMex (Mexico), Transtelco (U.S.), Virgin Media (U.K.), Zayo (U.S.) and other providers selling SD-WAN services outside their home country.
Vertical Systems Group’s Definition: Carrier Managed SD-WAN Service:
Vertical Systems Group defines a Carrier Managed SD-WAN Service for segment analysis and share calculations as a carrier-grade offering for business customers that is managed by a network operator. Required components and functionality for these offerings include an SDN service architecture that provides dynamic optimization of traffic flows, a purpose-built SD-WAN appliance or CPE-hosted SD-WAN VNF at each customer edge site, support for multiple active underlay connectivity services, automated failover fast enough to maintain active sessions, and centralized network orchestration with traffic and application visibility end-to-end. Security is the most essential additional managed SD-WAN service capability that may be provided or integrated based on specific customer requirements.
References:
No Surprise: AT&T tops leaderboard of commercial fiber lit buildings for 7th year!
Once again, AT&T ranked #1 in the U.S. Fiber Lit Buildings Leaderboard fromVertical Systems Group (VSG) for a seventh consecutive year. The fiber focused U.S. carrier retained the top spot with the highest number of fiber lit buildings across its footprint in 2022. But there’s a whole lot more AT&T #1 rankings that the carrier has not gotten proper credit for achieving:
- AT&T also holds the #1 ranking in VSG 2022 U.S. Carrier Ethernet LEADERBOARD.
- AT&T ranked #1 for the fifth consecutive year in VSG’s year end 2022 U.S. managed carrier SD-WAN leaderboard.
–>Please see the images below, courtesy of VSG.
Major mobile operators like AT&T and Verizon are actively installing new fiber for their 5G network backhaul, which facilitates new fiber connectivity to nearby commercial sites. T-Mobile no longer has any fiber assets from their Sprint acquisition. They were sold to Cogent along with all other wireline assets in a deal that closed May 1, 2023.
Verizon, Spectrum Enterprise, Lumen, Comcast Business, Cox Business, Zayo, Crown Castle, Frontier, Brightspeed, Breezeline and Optimum followed. Those retail and wholesale fiber providers qualified for the leaderboard with 15,000 or more on-net U.S. fiber lit commercial buildings as of year-end 2022.
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“Fiber installations at U.S. commercial sites increased in 2022, driven by escalating requirements for gigabit-speed connectivity to support cloud-based services, data centers, 5G rollouts, and other applications,” said Rosemary Cochran, principal of Vertical Systems Group. “New fiber investments in the U.S. will continue to be impacted by pending federal programs and funding initiatives. Opportunities in the commercial segment include monetizing the millions of small buildings underserved.”
U.S. Fiber Lit Buildings LEADERBOARD Highlights:
- The 2022 LEADERBOARD roster increases to twelve commercial fiber providers, up from eleven in 2021.
- AT&T retains the #1 rank on the 2022 U.S. Fiber Lit Buildings LEADERBOARD for the seventh consecutive year.
- Rankings for the top six companies on the 2022 LEADERBOARD are unchanged from 2021, which includes AT&T, Verizon, Spectrum Enterprise, Lumen, Comcast Business, and Cox Business.
- The next six LEADERBOARD provider rankings change as compared to the previous year. Zayo advances to rank seventh ahead of Crown Castle, which dips to eighth. Frontier moves up to ninth position from tenth. Brightspeed debuts in tenth position with fiber assets acquired from Lumen. Breezeline (formerly Atlantic Broadband) falls to eleventh position from ninth. Optimum (Altice USA brand) drops from eleventh to the twelfth and final position.
- The number of 2022 Challenge Tier citations expands from eight to nine with the addition of Ritter Communications.
Market Players include all other fiber providers with fewer than 5,000 U.S. commercial fiber lit buildings. The 2022 Market Players tier covers more than two hundred metro, regional and other fiber providers, including the following companies (in alphabetical order): 11:11 Systems, ACD, Alaska Communications, American Telesis, Armstrong Business Solutions, Astound Business, C Spire, Centracom, Cogent, Conterra, DFN, DQE Communications, Everstream, ExteNet Systems, Fatbeam, FiberLight, First Digital, Flo Networks, Fusion Connect, Google Fiber, GTT, Horizon, Hunter Communications, Logix Fiber Networks, LS Networks, Mediacom Business, MetroNet Business, Midco, Pilot Fiber, PS Lightwave, Shentel Business, Silver Star Telecom, Sonic Business, Sparklight Business, Syringa, T-Mobile, TDS Telecom, TPx, U.S. Signal, Vast Networks, WOW!Business, Ziply Fiber and others.
For this analysis, a fiber lit building is defined as a commercial site or data center that has on-net optical fiber connectivity to a network provider’s infrastructure, plus active service termination equipment onsite. Excluded from this analysis are standalone cell towers, small cells not located in fiber lit buildings, near net buildings, buildings classified as coiled at curb or coiled in building, HFC-connected buildings, carrier central offices, residential buildings, and private or dark fiber installations.
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References:
AT&T expands its fiber-optic network amid slowdown in mobile subscriber growth
https://www.verticalsystems.com/2023/02/15/2022-u-s-ethernet-leaderboard/
AT&T tops VSG’s U.S. Carrier Managed SD-WAN Leaderboard for 4th year
VSG LEADERBOARD : AT&T #1 in Fiber Lit Buildings- Year end 2020
AT&T tops VSG’s U.S. Carrier Managed SD-WAN Leaderboard for 4th year
AT&T continues as the #1 U.S. Carrier Managed SD-WAN provider in 2021 for the fourth consecutive year, as per Vertical Systems Group’s annual SD-WAN Leaderboard. Seven service providers each have 2% or more of the installed and billable Carrier Managed SD-WAN customer sites in the U.S. as of December 31, 2021.
“The U.S. Managed SD-WAN services market emerged from the pandemic in 2021 with solid growth in new site installations, driven by accelerated network transformations and more flexible solutions for customers,” said Rick Malone, principal of Vertical Systems Group. “Competition is heating up as evidenced by the shake up in top provider rankings on our year-end 2021 U.S. LEADERBOARD benchmark.”
Comcast Business rose two places to the No. 2 position on the Leaderboard, bumping down Hughes and Verizon to third and fourth place, respectively. Vertical Systems Group (VSG) says that Comcast Business’s rise on the Leaderboard is due to “organic growth” plus sites added from the acquisition of Masergy.
Three companies attained a Challenge Tier citation for 2021 (in alphabetical order): Fusion Connect, MetTel and TPx. This tier includes service providers with between one percent 1% and 2% share of U.S. Carrier Managed SD-WAN sites.
Research Highlights:
- Rankings changed for five of the seven market leading providers on Vertical’s 2021 U.S. Carrier Managed SD-WAN LEADERBOARD based on latest site share results as compared to the previous year.
- AT&T retains first position overall for the fourth consecutive year.
- Comcast Business rises to second position, up from fourth in 2020 based on site share that includes organic growth plus sites added from its Masergy acquisition.
- Hughes moves to third position, from second overall in 2020. Verizon moves into fourth position, a change from third in the previous year.
- Lumen advances to rank fifth, up from sixth position. Windstream drops to sixth position from fifth in 2020. Aryaka retains seventh position and rounds out the roster of top providers for 2021.
- Additionally, TPx drops into the 2021 Challenge Tier from the Leaderboard.
- MEF 3.0 SD-WAN Service Certification has been attained by five of the 2021 U.S. LEADERBOARD companies: AT&T, Comcast Business, Verizon, Lumen and Windstream. Each of these providers also has employees with MEF SD-WAN Certified Professional training certification.
- Primary technology suppliers to the service providers ranked on the 2021 Carrier Managed SD-WAN LEADERBOARD include Cisco, Fortinet, Versa and VMware. Additionally, SD-WAN providers Aryaka and Hughes utilize internally developed technologies.
Market Players include providers selling Carrier Managed SD-WAN services in the U.S. with site share below 1%, including global network providers that manage U.S. customer sites. For 2021, the Market Player tier includes the following companies (in alphabetical order):
AireSpring, American Telesis, Arelion, Astound Business, Bigleaf, bSimplify, BT Global Services, C Spire Business, CentraCom, Cincinnati Bell, Cogent, Colt, Consolidated Communications, Cox, Crown Castle, DQE Communications, FirstLight, Frontier, Great Plains Communication, GTT, InfoStructure, Intelsat, Lightpath, Logix Fiber Networks, Meriplex, NTT, Orange Business, PCCW Global, PS Lightwave, SDN Communications, Segra, SES, SingTel, Sparklight Business, Spectrum Enterprise, Syringa, T-Mobile, T-Systems, Tata, Telefonica, Telstra, Transtelco, Unite Private Networks, Uniti, Veracity Networks, Virgin Media Business, Vodafone, Zayo and others.
Vertical’s Definition – Carrier Managed SD-WAN Service:
Vertical Systems Group defines a Carrier Managed SD-WAN Service for segment analysis and share calculations as a carrier-grade offering for business customers that is managed by a network operator. Required components and functionality for these offerings include an SDN service architecture that provides dynamic optimization of traffic flows, a purpose-built SD-WAN appliance or CPE-hosted SD-WAN VNF at each customer edge site, support for multiple active underlay connectivity services, automated failover fast enough to maintain active sessions, and centralized network orchestration with traffic and application visibility end-to-end. Security capabilities may be supplied by a managed SD-WAN service provider based on customer requirements.
VSG: 2018 U.S. Carrier Managed SD-WAN LEADERBOARD
Vertical Systems Group defines a managed SD-WAN service as a carrier-grade network offering for enterprise and business customers, which is managed by a network operator, and delivered over a software-defined network (SDN) service architecture that has separate control (overlay) and data (underlay) planes.
SD-WAN is one of three managed VPN segments that Vertical Systems tracks, along with MPLS and site-to-site VPNs. The top-five carrier managed SD-WAN companies are also leading providers of dedicated IP VPN services, which included landline and satellite connectivity.
VSG Research Highlights:
SD-WAN is one of the three Managed VPN segments that Vertical tracks, along with MPLS and Site-to-Site VPNs. Service migration analysis shows that the majority of Carrier Managed SD-WAN service installations to date are hybrid configurations that include partial conversions of existing Site-to-Site and MPLS networks.
- The top five Carrier Managed SD-WAN companies are also the leading providers of Dedicated IP VPN services, including landline and satellite connectivity.
- A number of SDN-based technologies are utilized to deliver Carrier Managed SD-WAN services. The fourteen LEADERBOARD and Challenge Tier providers use products from the following companies (in alphabetical order): Cisco/Viptela, Silver Peak, Versa, and VMware/VeloCloud, or employ their own internally developed technologies. Several SD-WAN service providers offer multiple solutions.
The 14 leaderboard and challenge tier providers used SD-WAN technologies from Cisco/Viptela, Silver Peak, Versa Networks and VMware/VeloCoud or deploy their own internally developed technologies. Several SD-WAN service providers, such as AT&T, Verizon and CenturyLink, have multiple SD-WAN offerings.
https://www.verticalsystems.com/2019/05/21/2018-sd-wan-us-leaderboard/
VSG LEADERBOARD : AT&T #1 in Fiber Lit Buildings- Year end 2020
Vertical Systems Group’s 2020 U.S. Fiber Lit Buildings LEADERBOARD results are as follows (in rank order by number of on-net fiber lit buildings): AT&T, Verizon, Spectrum Enterprise, Lumen, Comcast, Cox, Crown Castle Fiber, Atlantic Broadband, Frontier, Zayo and Altice USA. These eleven retail and wholesale fiber providers qualify for this benchmark with 15,000 or more on-net U.S. fiber lit commercial buildings as of year-end 2020.
Additionally, fourteen companies qualify for the 2020 Challenge Tier as follows (in alphabetical order): Cincinnati Bell, Cleareon, Cogent, Consolidated Communications, Conterra, DQE Communications, Everstream, FirstLight, IFN, Logix Fiber Networks, Segra, Unite Private Networks, Uniti Fiber and Windstream. These fiber providers each qualify for the 2020 Challenge Tier with between 2,000 and 14,999 U.S. fiber lit commercial buildings.
“The base of fiber lit buildings in the U.S. expanded in 2020, although the pace of new installations was hampered by the pandemic. Challenges for fiber providers ranged from impeded installations due to commercial building closures and business shutdowns to supply chain disruptions,” said Rosemary Cochran, principal of Vertical Systems Group. “As the economy rebounds in 2021, fiber providers have opportunities to monetize the millions of small and medium U.S. commercial buildings without fiber, as well as larger multi-tenant buildings with only a single fiber provider. However it remains uncertain how changes in U.S. regulatory policies and federal funding could alter fiber investments and deployment plans in the next several years.”
2020 Fiber Provider Research Highlights:
- AT&T retains the top rank on the U.S. Fiber Lit Buildings LEADERBOARD for the fifth consecutive year.
- The threshold for a rank position on the 2020 Fiber LEADERBOARD is 15,000 fiber lit buildings, up from 10,000 buildings previously.
- Atlantic Broadband advanced to eighth position on the LEADERBOARD, up from eleventh in the previous year.
- Windstream and Consolidated Communications move into the Challenge Tier from the LEADERBOARD.
- Vertical Systems Group’s 2020 U.S. fiber research analysis for five building sizes shows that fiber availability varies significantly based on number of employees. The Fiber 20+ segment, which covers four building sizes with twenty or more employees, has a 69.2% fiber lit availability rate. This compares to 14.1% availability for the Fiber <20 segment, which covers buildings with fewer than twenty employees.
Market Players include all other fiber providers with fewer than 2,000 U.S. commercial fiber lit buildings. The 2020 Market Players tier includes more than two hundred metro, regional and other fiber providers, including the following companies (in alphabetical order): ACD.net, Armstrong Business Solutions, C Spire, Centracom, CTS Telecom, Douglas Fast Net, EnTouch Business, ExteNet Systems, Fatbeam, FiberLight, Fusion Connect, Google Fiber, GTT, Hunter Communications, LS Networks, Mediacom Business, MetroNet Business, Midco Business, Pilot Fiber, PS Lightwave, Shentel Business, Silver Star Telecom, Sonic Business, Syringa, TDS Telecom, TPX Communications, U.S. Signal, Veracity, Wave Broadband, WOW!Business, Ziply Fiber and others.
For this analysis, a fiber lit building is defined as a commercial site or data center that has on-net optical fiber connectivity to a network provider’s infrastructure, plus active service termination equipment onsite. Excluded from this analysis are standalone cell towers, small cells not located in fiber lit buildings, near net buildings, buildings classified as coiled at curb or coiled in building, HFC-connected buildings, carrier central offices, residential buildings, and private or dark fiber installations.