ケーブル事業者とイーサネット:シリアスなビジネス / ヘビーリーディング社

ケーブル事業者とイーサネット:シリアスなビジネス

Cable Operators & Ethernet: Serious Business

出版社	出版日	電子媒体 (05/21 レート)	ページ数
ヘビーリーディング社	2011年8月	US$ 900 \75,760(税込) ライセンス別価格	25

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サマリー

この調査レポートは、ケーブルMSOが、どのように米国のイーサネットビジネスに取り組んでいるかを調査し、市場化や技術の戦略について分析しています。

ヘビーリーディング社は、購読料金が非常にお得な年間購読サービスも提供しています。
この調査レポートは、年間購読サービス「Heavy Reading Insider」の一部です。併せてご参照ください。

U.S. multiple system operators (MSOs) continue to expand their Ethernet services businesses. Shaped by the varying circumstances of their location, geography, economic condition, and management, they have moved at different speeds and in somewhat different patterns.

But all large MSOs have involved themselves in the business services market, with Ethernet a growing flagship of that portfolio, and they own close to a quarter of the U.S. Ethernet services market. This is significantly higher in the metro, looking at metro Ethernet and Ethernet-based access alone, as MSOs are largely invisible in the national/international Ethernet long-haul market.

The emergence of cable operators as a competitive threat in Ethernet services has a significant impact on the sector, not only on the telecom operators that must contend with more local competition, but also on carrier Ethernet technology suppliers with a greater opportunity for market expansion. Expanded Ethernet service over HFC networks has facilitated small business purchases, while growth of current customers tends to draw providers up-market, limited by MSOs' strong focus so far on regional rather than national and international markets.

In the last 18 months, MSOs have increased their collective Ethernet market shares within metro markets, seen their business shift increasingly from P2P to newer topologies (including full mesh), moved up-market (and even more significantly, down-market, with the expansion of Ethernet over HFC networks), seen cell backhaul emerge as a major new market force and application and participated in a new emphasis on interconnection and interoperability.

The collective MSO share of the Ethernet market will continue growing at the expense of incumbents and other competitors. Comcast, by far the largest cable carrier, has radically revved up its Ethernet sales in its widespread franchise regions from a low level as recently as a year ago, virtually ensuring that the MSO share of the U.S. Ethernet market will rise substantially from close to 25 percent to approaching 30 percent (higher in-metro) in the next several years.

Cable Operators & Ethernet: Serious Business reviews how cable MSOs are approaching the U.S. Ethernet services business, comparing their go-to-market and technology strategies. It profiles and analyzes the seven most significant U.S.-based cable MSOs (including one data subsidiary) in terms of how they address the Ethernet market, considering their service offerings, expansion plans, strategies, technology choices and suppliers, target markets and resulting customers and businesses.

Cable operators have extended themselves into the business market with new networks in an age defined by new technologies – especially the Internet, IP and increasingly Ethernet. Lacking "legacy" services such as private line and Frame Relay, MSOs were able to freely push Ethernet without ambivalence on networks optimized for new technologies, at lower prices than the ILECs. Cable providers generally had newer equipment, lower cost structures and leaner operations, as shown in the excerpt below.

Companies profiled in this report include: Bright House Networks LLC; Charter Communications Inc. (Nasdaq: CHTR); Comcast Corp. (Nasdaq: CMCSA); Cox Communications Inc., a subsidiary of Cox Enterprises; Optimum Lightpath, a subsidiary of Cablevision Systems Corp. (NYSE: CVC); SureWest Communications (Nasdaq: SURW); and Time Warner Cable Inc. (NYSE: TWC).