Competition, DVRs cutting into late-night talk show viewership

John paul filo/associated press/file David Letterman (interviewing Taylor Lautner last month) has seen viewership for his CBS talk show slip by 7 percent since last year. John paul filo/associated press/file
David Letterman (interviewing Taylor Lautner last month) has seen viewership for his CBS talk show slip by 7 percent since last year. (John Paul Filo/Associated Press/File)
By David Bauder
Associated Press / July 14, 2010

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NEW YORK — Jay Leno and David Letterman are in the twilight of their days as late-night TV kings, and it’s not clear that any late-night comic will wield that kind of broad influence again.

Late-night ratings sank over the past three months, despite the attention and extraordinary television created over the winter by the drama of Leno taking back “The Tonight Show’’ from Conan O’Brien.

“Late-night talk shows have been around since the 1950s, and you wonder if they are getting passe with the viewing public,’’ said Brad Adgate, an analyst with Horizon Media.

Competition is a factor. Johnny Carson in his prime never had to worry about a Jon Stewart or George Lopez. Or video games and the Internet. Or, for that matter, his own network. At 11:35 p.m., more people now watch programs saved on their digital video recorders than either Leno and Letterman, the Nielsen Co. said.

Back at NBC, Leno averaged 4 million viewers a night during April, May, and June. That’s a full 1 million viewers lost to NBC compared to the same three months in 2009. CBS’s Letterman wasn’t necessarily the beneficiary, since his audience of 3.3 million people was off 7 percent from 2009.

An hour later, NBC’s Jimmy Fallon and CBS’s Craig Ferguson are both down, with Fallon’s nightly audience of 2 million last year slipping to 1.64 million. Comedy Central’s Stewart and Stephen Colbert are essentially drawing the same numbers as last year.

TBS may be excited about O’Brien bringing his fans over this fall, but they may want to pause at Lopez’s numbers. Lopez, who has the time slot O’Brien will take over, saw his numbers dip by 20 percent to 820,000 a night.

Bright spots are ABC’s Jimmy Kimmel, who was aggressively promoted by his network this spring, and E! Entertainment’s Chelsea Handler. ABC’s “Nightline’’ is also up slightly in viewers and consistently beats Letterman.

NBC executives would not speak publicly about the late-night ratings, while privately taking a glass-half-full approach to Leno. They note that he’s back to surpassing Letterman after O’Brien had fallen behind his CBS rival, and that he’s done so despite a beating from critics who believed he should not have taken his time slot back from O’Brien.

“It might make them feel great, but it doesn’t mean anything,’’ said Bill Gorman, who runs the TV By the Numbers website. He argues that Leno’s smaller audience means more than his competitive position.

NBC also says 2009 isn’t a fair comparison because second-quarter ratings were inflated due to Leno’s exit from the time slot and O’Brien’s start then. Leno averaged nearly 4.9 million viewers for the second quarter in 2008.

Behind the raw numbers for the talk shows in that period is the way DVRs continue to revolutionize viewing habits. During the Leno and Letterman time slots, an estimated 5.4 million people were watching something they had recorded earlier — often from prime-time that night. That’s up 22 percent from 2009, Nielsen said.

Talk shows tend not to be saved for later viewing as much as dramas or comedies.

Television networks have also — in some cases, reluctantly — embraced the Internet and made monologues and other highlights from the talk shows easily available to see online the next morning. Their theory is that this increases the visibility of their late-night stars. It’s still early, but there’s evidence that people are growing comfortable in not watching the late-night shows since they know they can easily catch up the next day.