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The Sochi effect on NBC and the morning news wars

Credit: Getty Images
Credit: Getty Images

Gold medals may not be the only thing at stake for the next few weeks in Sochi, Russia. The Olympic Games, which air on NBC, could also affect the contest for morning news ratings, which ABC has dominated since the last Olympic Games in 2012.

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For years, NBC’s Today show had been the gold standard, winning the morning news ratings for 852 consecutive weeks. But ABC’s Good Morning America forged into the lead in 2012 and widened it in 2013 and early 2014, although there have been some weeks when the competition has been close. One question now is how many Americans will go to sleep with the Olympics and wake up with Today – and whether it will be enough to reverse ABC’s morning momentum.

For all of 2012, Good Morning America edged out the Today show by the smallest of margins, about 700 viewers on average. (Those numbers reflect the first hour of each show.) But in 2013, that lead grew significantly as GMA’s viewership increased by 11% while Today’s decreased by 4%.  In January 2014, GMA’s lead widened further, as it attracted 848,000 more viewers than Today. Meanwhile, CBS’s third-place morning show grew its viewership by 18% in 2013, after completely revamping the program in 2012 by hiring a new set of anchors and renaming it CBS This Morning.

Much of the reversal of fortune between NBC and ABC has been traced to Today’s decision to part company with co-host Ann Curry in June 2012. Many viewers blamed host Matt Lauer for Curry’s fate, even though executive producer (now Olympic producer) Jim Bell took responsibility for her dismissal. Other analysts have attributed GMA’s growing success to a greater emphasis on what a New York Times story called “sensational court cases, celebrities and trends.”

ABC first broke NBC’s long winning streak in April 2012, but the Olympics (from July 27-Aug 12, 2012) pushed the pendulum back toward Today. The first week of the games, it beat GMA by 1.6 million viewers and then won again by 1.5 million the next week.  But the week after the Olympics, GMA regained the ratings lead, essentially for good.

One reason why the battle for morning audience supremacy is so important is because of the advertising dollars at stake. In 2012, the most recent data available, Today brought in $644 million in ad revenue for NBC during the four hours it airs each day, according to Kantar Media. (That compares with $202 million in revenue for the NBC Nightly News.) GMA brought in $349 million in ad revenue in 2012, compared with $175 million for ABC World News, but that program airs for only two hours every morning. Breaking down ad revenues by hour, Today brought in $161 million per hour and GMA brought in $175 million per hour. (This Morning brought in $166 million or $83 million per hour.)

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