Frost Radar™: Wavelength Services in North America, 2023

Wavelength services are high-speed, low-latency services that connect point-to-point circuits. They create a private and secure connection, typically between data centers, carrier hotels, and enterprise locations that require high bandwidth connectivity. Wavelength services are highly scalable. The North American wavelength services market is in a mature stage of the product life cycle. In the last 2 to 3 years, the request for wavelength services has snowballed, driven by exponential demand for bandwidth from wholesale and retail customers. As such, the market is mainly driven by high bandwidth demand from enterprises looking to accelerate their digital transformation initiatives, hyperscalers, increased adoption of the remote working model, growing use of bandwidth-intensive collaboration tools, and demand for data center and cloud connectivity.

Cloud service providers represent a growing opportunity for wavelength services, especially in the 100G (Gbps) and 400G speeds. Furthermore, network service providers enhance their service capabilities to differentiate their wavelength offerings. They provide additional services, including view, quote, and order via the customer portal; waves on demand; and fiber expansion to increase the number of fiber-lit buildings and enable them to turn up services quickly.

This Frost Radar™ analysis offers a perspective on market trends and assesses ?ve leading providers of wavelength services in North America. Frost & Sullivan analyzed and benchmarked these network service providers primarily based on their wavelength portfolios, including their presence in the retail and wholesale segments and their performance across 10 Growth and Innovation criteria to reveal their position on the Frost Radar™. This publication presents competitive profiles of each company, considering their strengths and the opportunities that best fit those strengths. The other top wavelength providers not represented here declined interest in participating in this report or did not respond to interview requests.