The research firm Harmelin Media says local NBC stations saw their late news audience drop by an average of 25 percent in November compared with the previous year among 25- to 54-year-old viewers. That's the demographic upon which news advertising rates are based.
The decline was particularly steep in some of the largest markets: 48 percent in New York, 43 percent in Los Angeles and 47 percent in Philadelphia.
NBC cited concerns among its 210 local stations in ditching the weeknight experiment of "The Jay Leno Show" at 10 p.m. The network wants to move Leno back to 11:35 for a half-hour show and shift Conan O'Brien's "Tonight" show to after midnight, but O'Brien said Tuesday he doesn't want to move. A negotiated exit by O'Brien is probable; NBC still hasn't commented on their host's declaration.
The local stations blame Leno for their news ratings going down because he provide a lousy "lead-in," television terminology for people keeping their TV set on one station because they were watching something there previously.
Plenty of factors can go into a ratings decline. But Bernie Shimkus, Harmelin's vice president of research, said the decline coincided with the launch of Leno's show last fall. He said he was surprised that the declines were so uniform across the country.
"We all knew it was going to go down," Shimkus said. "But I don't think anyone forecast anything in the neighborhood of 40 to 50 percent."
Harmelin used data on the number of ads run in late local news programs and their cost to calculate that over a three-month period, the Leno experiment would cost these stations collectively $22 million. The 10 stations that NBC owns and operates would lose something like $570,000 per week, the report said.
There's nothing like well-publicized turmoil within their own business to get late-night comics talking, and the barrage of NBC jokes continued Wednesday.
"Isn't it lousy cold outside today?" David Letterman said on CBS' "Late Show." "You know, they say, from the weather bureau, they say it's caused by an Arctic chill between Jay and Conan."
Letterman noted that ABC's Jimmy Kimmel did his entire show Tuesday in a Leno costume.
"Jimmy Kimmel was so convincing as Leno, today, NBC canceled him," he said.