January 25, 2010

O’Brien Undone by His Media-Hopping Fans
By BILL CARTER
NY Times

http://www.nytimes.com/2010/01/25/business/media/25conan.html?ref=business&pagewanted=print


Conan O’Brien made a triumphant exit from NBC Friday night, accompanied 
by one of the most impressive outpourings of support by younger viewers 
that any late-night host had ever seen — and Mr. O’Brien was effusive in 
his thanks for their backing.

But he might have said: Where were you when I needed you?

In the tumult that surrounded NBC’s late-night shake-up last week, one 
thing was certain: If even a small fraction of the additional younger 
viewers who flocked to Mr. O’Brien’s show last week had turned up 
regularly in his earlier ratings results, he would almost surely still 
be hosting “The Tonight Show.”

Instead, for most of this past fall, Mr. O’Brien struggled to command 
the young viewers he needed to counter a falloff in overall audience 
numbers.

While he began to drop behind his chief late-night competitor, David 
Letterman on CBS, among total viewers, it was more alarming to NBC that 
Mr. O’Brien was not consistently beating Mr. Letterman in several 
important advertising-sales demographic groups — viewers 18 to 49 and 25 
to 54. (He did beat Mr. Letterman virtually all the time in the 18-to-34 
group.)

But to NBC’s surprise and disappointment, Mr. O’Brien fell behind his 
predecessor, Jay Leno, even among those 18-to-34 viewers, the group 
expected to be his core constituency. (From his start in June through 
the end of 2009, Mr. O’Brien averaged 716,000 viewers in that age group, 
down from the 759,000 Mr. Leno averaged the previous six months.)

Several television researchers said in interviews that this outcome 
might have been easily predicted, not because Mr. O’Brien does not 
appeal to younger viewers — he clearly does, as evidenced by the large 
numbers he attracted for his closing shows — but because regularly 
assembling those young adult viewers in significant numbers in the 
late-night hours has become a daunting, if not impossible, task.

“The 18-to-34 group is so difficult to attract and the lower half, 18 to 
25, is the hardest of all,” said Jack MacKenzie, the president of the 
millennial strategy program for the research firm Frank N. Magid Associates.

Compounding the problem, said a senior research executive for another 
company, was the fact that Mr. O’Brien was especially appealing to young 
men. “And that group doesn’t watch television very regularly,” said the 
executive, who asked not to be named because his business competes with NBC.

Instead of watching Mr. O’Brien most nights, Mr. MacKenzie said, those 
young viewers have been watching everything from similar shows like “The 
Colbert Report” on Comedy Central, to cartoons on the “Adult Swim” 
franchise on the Cartoon Network, and the ever-present array of sports 
and sports news on ESPN and its sister channels.

In comparison with the 719,000 viewers in the 18-to-34 group that Mr. 
O’Brien had been averaging, Stephen Colbert on his “Colbert Report,” in 
the same six- month period in 2009, averaged 746,000 viewers ages 18 to 
34. The cartoons on “Adult Swim” — mostly “Family Guy” and “Robot 
Chicken” — averaged 619,000 of those viewers. ESPN from 11 p.m. to 1 
a.m., with varied programs that included both live sports events and 
editions of the highlights show “Sports Center,” averaged 614,000 
viewers in that group.

And dozens of other cable channels took other slices of the under 35 
viewers.

“What you’ve seen in recent years is increased spending by all these 
cable channels for original programming,” Mr. MacKenzie said. “And 
besides having a double revenue stream of subscription fees and 
advertising, the cable channels have the luxury of targeting specific 
audiences. Broadcasters don’t.”

Fans of sports, for example, were watching ESPN many nights instead of 
Mr. O’Brien; and cartoon lovers were hooked on “Adult Swim.”

But even all the competition on cable did not represent the total 
distraction for young viewers that Mr. O’Brien had to contend with. The 
senior research executive pointed to outside attractions like video 
games that vie for the attention of young, especially male, viewers. And 
CBS executives have in the past identified the growing tendency of 
owners of digital video recorders to use the time after late local 
newscasts to play back programs recorded earlier that night or on 
previous nights.

A spokeswoman for Nielsen Media Research pointed to a study the company 
released last year that cited the peak hours for DVR playback. The 
late-night hours showed the highest percentage of playback outside the 
prime-time hours, with about 7.6 percent of playback taking place from 
11 p.m. to 12 a.m.

As an executive from one of NBC’s rival networks put it: “Conan didn’t 
just have to worry about Letterman; he had to worry about ‘House.’ 
People are playing back episodes of shows like ‘House’ in late night.”

Add to all the other issues the fact that Mr. O’Brien’s young fans did 
not really have to watch television to see him. His shows were made 
available later on Web sites like Hulu. And his best comedy bits would 
frequently be posted on other sites — and passed around by fans — 
shortly after they appeared.

Mr. MacKenzie added that NBC did Mr. O’Brien no favor by moving Mr. Leno 
to the 10 p.m. hour this fall. “That meant there was a show very similar 
in style to his on the air before him,” he said.

In his run on “The Tonight Show,” Mr. Leno managed to attract the 
largest audiences in virtually every age group, though his ratings too 
showed signs of falling off in his later years on the show. But his was 
always the first show of the late-night talk variety on NBC each night, 
Mr. MacKenzie.

That will happen again when Mr. Leno returns to “The Tonight Show” on 
March 1. But Mr. MacKenzie had some words of caution for NBC.

“A generational switch is coming,” he said. “The baby boomer audience 
that has mostly been the Leno audience is going out. The Conan audience 
is becoming more influential — even if they aren’t watching television 
the same way the previous generation did.”

-- 
================================
George Antunes, Political Science Dept
University of Houston; Houston, TX 77204
Voice: 713-743-3923  Fax: 713-743-3927
Mail: antunes at uh dot edu

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