& cplSiteName &

Comcast, Level 3 Flex Ethernet Muscles

Alan Breznick
8/22/2014
50%
50%

Competing intensely in a still-expanding market, Comcast and Level 3 Communications are scoring the biggest gains among US Ethernet service providers this year.

Both Comcast Corp. (Nasdaq: CMCSA, CMCSK) and Level 3 Communications Inc. (NYSE: LVLT) picked up retail-port market share in the mid-year rankings of Ethernet service providers conducted by Vertical Systems Group . Comcast climbed two slots on the firm's US Carrier Ethernet Leaderboard to sixth place in the overall rankings since the end of last year, while Level 3 climbed one slot to eighth place.

Plus, both service providers stand to gain a lot more market share if their respective takeover deals go through as planned. Comcast's pending acquisition of Time Warner Cable Inc. (NYSE: TWC) would easily catapult the combined company into the one of the top five slots, given that TW Cable currently occupies fifth place in the rankings. At the same time, Level 3's pending purchase of tw telecom inc. (Nasdaq: TWTC) would easily transform that combined company into one of the nation's top three Ethernet providers, given that tw telecom already holds third place.

In turn, that could mean that one or both companies could challenge AT&T Inc. (NYSE: T) and Verizon Communications Inc. (NYSE: VZ) as the top two US Ethernet providers. Although Vertical Systems Group doesn't release actual market-share figures, the two big telcos have dominated the US Ethernet market for years.


Get the latest updates on the Ethernet services market by visiting Light Reading's Ethernet services content channel.


Comcast, which cracked the Leaderboard rankings of top nine Ethernet providers for the first time in 2013, leapfrogged Cox Communications Inc. and XO Communications Inc. to take over sixth place and slip in right behind Time Warner Cable, the leading MSO in the rankings. Over the last couple of years, Comcast's commercial services unit has been putting great emphasis on its Metro Ethernet services for small-to-midsized businesses (SMBs).

In its latest press release Thursday, for instance, Comcast announced that it has extended its all-fiber network to 10 New York towns and villages in the counties above New York City, enabling it to offer "multi-Gigabit Ethernet services" to "businesses, schools, hospitals and other organizations requiring more bandwidth, looking to network multiple locations together, or planning to connect their offices to a third-party data center." The MSO offers up to 10 Gbit/s of bandwidth over its network and three different classes of service.

Thanks in part to its push, Comcast racked up a record total of $965 million in commercial services revenue for the second quarter, putting it on track to approach the $4 billion mark for the year. In a blog post Thursday, Mike Tighe, executive director of data services for Comcast Business, wrote that Ethernet is "a key engine in that growth." Tighe noted that the MSO's "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" until now. (See Comcast Seeks More X1 Magic.)

For its part, Level 3 also overhauled XO to take over eighth place in the rankings. As a result, XO, which had finished last year in seventh place, fell back two slots to ninth place on the Leaderboard.

— Alan Breznick, Cable/Video Practice Leader, Light Reading

(1)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
Atlantis-dude
50%
50%
Atlantis-dude,
User Rank: Light Sabre
8/25/2014 | 5:34:07 PM
Leased lines
How much of this market expansion is for the hybrid cloud model ?
From The Founder
Cisco's Conrad Clemson, recently promoted to head up the company's Service Provider Apps & Platforms developments, talks to Light Reading's Founder and CEO Steve Saunders about how he's bringing cloud video, mobile and virtualization together to empower network operators.
Flash Poll
Live Streaming Video
Charting the CSP's Future
Six different communications service providers join to debate their visions of the future CSP, following a landmark presentation from AT&T on its massive virtualization efforts and a look back on where the telecom industry has been and where it's going from two industry veterans.
LRTV Custom TV
Introducing OrbTV: Netscout's MWC Day 1 Recap

2|27|17   |   8:35   |   (0) comments


The executive team of Netscout reviews the first day of Mobile World Congress in Barcelona. Stay tuned for OrbTV -- Light Reading and Netscout's full coverage of the show. We'll have daily show recaps, service provider interviews and tours of the show floor.
LRTV Custom TV
Innovation at MWC: Low-Power IoT for Scottish Sea Lions

2|27|17   |   6:32   |   (0) comments


Light Reading's Liz Coyne tours the GSMA's Innovation City at Mobile World Congress 2017. A key theme of this year's event is how low-power or no-power IoT devices could become a part of our everyday lives. Imagine a world in which over 15 billion shipping pallets communicate with cellular networks down the entire supply chain. Or a parka that reveals your ...
LRTV Huawei Video Resource Center
Huawei Will Accelerate the Spread of the Video Business

2|27|17   |     |   (0) comments


What is the future of the booming video business? What changes will happen to the video industry chain in the future? Hunter Hu, VP of Huawei Video Product Line, shares his viewpoints and explains how Huawei can be an enabler and accelerate the spread of the video business.
LRTV Huawei Video Resource Center
Frost & Sullivan's Jonas Zelba on Going Beyond Connectivity

2|27|17   |     |   (0) comments


Telecom operators across the globe are trying to understand what can they offer beyond connectivity. Operators are already introducing new and innovative services but they are faced with challenges due to unclear business models. Jonas highlights that no one operator can offer all the services itself. Operators in the Middle East should look within their ecosystem ...
LRTV Huawei Video Resource Center
IDC's Paul Black on Cloudification

2|27|17   |     |   (0) comments


Paul Black from IDC shares his insights on how cloudification is expected to combile all aspects of digital transformation.
LRTV Huawei Video Resource Center
Industry Expert Michael Howard Talks About Cloud Native

2|27|17   |     |   (0) comments


Cloud Native is a really nice term and a lot of people are using it. But most of them have their own definition of what Cloud Native means. Michael Howard offers his take on the terminology.
LRTV Custom TV
4.5G Evolution: Peter Zhou on Advanced MIMO Technologies & 5G Business Prep

2|25|17   |     |   (0) comments


In the process of service transformation, operators need to catch three major opportunities and start deploying in 4.5G networks, such as video, household broadband access and digital transformation of vertical industries. 5G is coming. Operators don't need to wait for it to happen but should progressively deploy 4.5G networks by introducing 5G-oriented ...
LRTV Custom TV
What WTTX Can Deliver

2|23|17   |     |   (0) comments


Mohamed Madkour explains the benefits of WTTX while Dimitris Mavrakis discusses the challenges of delivering home broadband access.
LRTV Custom TV
Huawei on Mobile Broadband

2|23|17   |     |   (0) comments


Mohamed Madkour shares his vision on MBB for the next three years.
LRTV Custom TV
Analysys Mason Talks About the Future of Digital Operations

2|23|17   |     |   (0) comments


The future of digital operations has three key aspects: 1. Highly automated operations for both service and network; 2. Highly converged BSS/OSS for business and resources; 3. Highly merged management and control for real-time cloud native operations.
LRTV Interviews
Software Trends in the Telecom Sector

2|23|17   |   03:40   |   (0) comments


Heavy Reading senior analyst James Crawshaw talks with Telecoms.com Editorial Director Scott Bicheno about trends and developments in the telecoms software sector and what to expect at MWC 2017.
LRTV Custom TV
Huawei's Pre-MWC Analyst Briefing 2017 Highlights

2|22|17   |     |   (0) comments


Huawei shares its vision for this year's MWC.
Upcoming Live Events
March 21-22, 2017, The Curtis Hotel, Denver, CO
March 22, 2017, The Curtis Hotel, Denver, CO
March 22, 2017, The Curtis Hotel, Denver, CO
May 15-17, 2017, Austin Convention Center, Austin, TX
May 15, 2017, Austin Convention Center - Austin, TX
June 6, 2017, The Joule Hotel, Dallas, TX
All Upcoming Live Events
Infographics
With the mobile ecosystem becoming increasingly vulnerable to security threats, AdaptiveMobile has laid out some of the key considerations for the wireless community.
Hot Topics
Uber's HR Nightmare: Company Investigates Sexual Harassment Claims
Sarah Thomas, Director, Women in Comms, 2/21/2017
Broadband Has a Problem on the Pole
Mari Silbey, Senior Editor, Cable/Video, 2/21/2017
Verizon to Start Fixed 5G Customer Trials in April
Dan Jones, Mobile Editor, 2/22/2017
Cloud Rains on HPE Earnings
Mitch Wagner, Editor, Enterprise Cloud, 2/24/2017
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
Light Reading founder and CEO Steve Saunders chats with Sportlogiq CEO Craig Buntin about sports data analysis.
Eyal Waldman, CEO of Mellanox Technologies, speaks to Steve Saunders, CEO of Light Reading, for an exclusive interview about the 100 GB cable challenge, cybersecurity and much more.
Animals with Phones
No One Likes This Click Here
Take a hint!
Live Digital Audio

Playing it safe can only get you so far. Sometimes the biggest bets have the biggest payouts, and that is true in your career as well. For this radio show, Caroline Chan, general manager of the 5G Infrastructure Division of the Network Platform Group at Intel, will share her own personal story of how she successfully took big bets to build a successful career, as well as offer advice on how you can do the same. We’ll cover everything from how to overcome fear and manage risk, how to be prepared for where technology is going in the future and how to structure your career in a way to ensure you keep progressing. Chan, a seasoned telecom veteran and effective risk taker herself, will also leave plenty of time to answer all your questions live on the air.