Cover Image


Cable Operators Think Bigger With Ethernet Services

出版商 Heavy Reading 商品編碼 360478
出版日期 內容資訊 英文 22 Pages
商品交期: 最快1-2個工作天內
Back to Top
以乙太網路服務的成長作為目標的電纜業者 Cable Operators Think Bigger With Ethernet Services
出版日期: 2016年06月15日 內容資訊: 英文 22 Pages


第1章 摘要整理

第2章 市場趨勢、市場課題

  • 合併使有效半徑擴大
    • Charter的收購
  • 擴大足跡的複數技術
  • 傳統部門的餘留、成長、多樣化
  • 價格與競爭
  • 服務拓撲學
  • 第3層VPN的競爭上所扮演的角色
  • MSO乙太網路部門:市場概要
  • MSO的持續的課題
  • 網路的複雜性與轉移到雲端&管理服務的需求
    • 中小規模客戶摸索解決方案
    • MSO的支援
    • 顧客關係模式進化
    • 自助服務功能的擴大
    • 對雲端的焦點擴大等

第3章 企業簡介

  • Charter Communications
  • Comcast
  • Consolidated Communications
  • Cox Communications
  • Lightpath
  • Time Warner Cable



  • Altice NV
  • Bright House Networks LLC
  • Charter Communications Inc. (Nasdaq: CHTR)
  • Comcast Corp. (Nasdaq: CMCSA)
  • Consolidated Communications Inc.
  • Cox Communications Inc.
  • Lightpath, a division of Cablevision Systems Corp. (NYSE: CVC)
  • Time Warner Cable Inc.

All major U.S. cable multiple system operators (MSOs) have become more focused and aggressive in their push into the business market, specifically Ethernet services, in large part in reaction to reduced growth and profitability of their long-dominant residential cable TV/ video businesses. Ethernet is the cable sector's primary and fastest-growing business data service, and bandwidth demands keep rising inexorably, driven by video, mobility, social networking and cloud services - particularly private clouds - to whose bandwidth demands Ethernet responds with greater flexibility and lower cost than alternatives.

MSOs' once-rapid growth among smaller and midsized businesses (SMBs) is slowing, a victim partly of MSOs' own success as their market share in those sectors has grown dramatically. Efforts to maintain high growth are pushing them toward increasingly setting sights on larger businesses that form a huge and profitable segment of the market in which MSOs currently have little share.

MSOs are enhancing their technical abilities and offerings to address larger enterprises, among other things, increasingly expanding product portfolios with managed services and cloud-based capabilities while also trying to find new ways to cooperate more effectively among themselves in delivering national service seamlessly to larger customers. At the same time, the MSO big-customer strategy typically involves starting with serving individual in-region corporate branch offices, which resemble the SMBs that are their stock in trade, and working their way up.

This segment is on the cusp of major structural change, with final Federal Communications Commission (FCC) - and California Public Utilities Commission (PUC) - approval of the merger of major players Time Warner Cable and Charter Cable along with Florida-based Bright House Networks in early May 2016. At the same time, Europe's Altice is about to acquire New York-focused Lightpath, after having already acquired second-tier MSO Suddenlink Communications in 2015.

‘ Cable Operators Think Bigger With Ethernet Services’ examines the current state of MSO efforts in the U.S. Ethernet services business as this segment is poised to change structurally with the merger of three significant players. It examines MSO strategies, as well as major market trends and issues, and estimates Ethernet transport market shares. Finally, this report profiles significant U.S.-based cable companies (including one specialized data subsidiary) in the Ethernet services market.

Overall retail business Ethernet revenue growth among MSOs in the U.S. is in the 10 percent annual range, similar to the estimated annual rate of price decline. Comcast, which is still catching up from a slow start, grew at a considerably higher rate. About half of retail revenue is at the 100 Mbit/s level and above, with half correspondingly below. The connection between customer size and bandwidth levels has weakened, as even small customers with the right applications may increasingly use relatively huge bandwidth increments. Prominent bandwidth levels among SMB customers include 10, 20, 50, 100 and 500 Mbit/s. The market estimates below, unlike in reports from earlier years, specifically exclude access revenues, as Ethernet has become the dominant access modality, but rather estimate retail and wholesale Ethernet transport revenues to U.S. cable MSOs.

Excerpt: U.S. MSO Ethernet Transport Annual
Revenue Estimatwes, 2015

                      (Note: Estimates exclude all Ethernet-based access but include wholesale and retail transport revenues.)
                        Source: Heavy Reading

‘ Cable Operators Think Bigger With Ethernet Services’ is published in PDF format.

Table of Contents


  • 1.1. Key Findings
  • 1.2. Companies Covered


  • 2.1. Growing Reach Through Merger
    • The Charter Acquisitions
  • 2.2. Expansion Up Market & Down
  • 2.3. Multiple Technologies Extend Footprints
  • 2.4. Historic Verticals Remain, Grow & Diversify
  • 2.5. Slow Growth Into Long-Haul
  • 2.6. Pricing & Competition
  • 2.7. Service Topologies
  • 2.8. Competitive Role of Layer 3 VPNs
  • 2.9. The MSO Ethernet Sector: Market Overview
  • 2.10. Continuing MSO Challenges
  • 2.11. Network Complexity Shifting Demand to Cloud, Managed Services
    • SMB Customers Seek Solutions
    • The MSO Response
    • The Evolving Customer Relations Model
    • Expanding Self-Service Capabilities
    • The Evolving Cloud Focus


  • 3.1. Charter Communications
  • 3.2. Comcast
  • 3.3. Consolidated Communications
  • 3.4. Cox Communications
  • 3.5. Lightpath
  • 3.6. Time Warner Cable



  • Altice NV
  • Bright House Networks LLC
  • Charter Communications Inc. (Nasdaq: CHTR)
  • Comcast Corp. (Nasdaq: CMCSA)
  • Consolidated Communications Inc.
  • Cox Communications Inc.
  • Lightpath, a division of Cablevision Systems Corp. (NYSE: CVC)
  • Time Warner Cable Inc.
Back to Top