New equation in writers' strike: return of Leno, O'Brien

As the Hollywood writers' strike has dragged into Week 7, TV networks are hoping to toss a bone to rerun-fatigued viewers – if only during the wee hours.

With NBC's announcement that it will bring back "The Tonight Show With Jay Leno" and "Late Night With Conan O'Brien" on Jan. 2, the industry is abuzz over the potential impact on the strike and its on-again, off-again negotiations.

The shows will be writerless, of course, meaning they'll probably be void of monologues and scripted skits, as well as heavy on chats with guests. For many rank-and-file writers, the morphed format presents an opportunity – for America to realize how much it misses the contributions that writers normally make to the shows.

But there is also a remote, yet not impossible chance that the hosts will launch a new late-night model, one that reinvents the form. Still another possibility is that the shows turn out to be something in between a success and a flop: The hosts could do well for a few weeks and then ultimately fizzle out without the support of skits and monologues.

"If the shows end up being no good, then it will demonstrate just how important writers are," says Norman Samnick, an entertainment lawyer and consultant with Bryan Cave LLP who advises entertainment companies about union agreements. "If the shows are great, some writers might fear for their jobs while negotiating producers suddenly find themselves in stronger positions."

NBC's late-night shows have been socked by sinking ratings. Repeats have run since the strike began, and "Leno" ratings, as of last week, had fallen 40 percent in the key 18-to-49-year-old demographic that's prized by advertisers. "Conan" ratings had dropped 36 percent.

Reports have also come out that two shows on CBS could return even sooner: "Late Show With David Letterman" and "The Late Late Show with Craig Ferguson." Mr. Letterman's company, Worldwide Pants – not CBS – owns the two shows, which adds the complicating element that both might return with writers.

In addition, ABC is bringing back "Jimmy Kimmel Live" with new episodes, starting the same night as the relaunch of "Leno" and "O'Brien."

"The Hollywood writers' strike has reached a key moment in which viewer anger over reruns is really beginning to show, and no one in the negotiations is happy," says Michal Ann Strahilevitz, professor of marketing at Golden Gate University in San Francisco. "The networks, the writers, the advertisers, and the negotiators have all realized if something isn't done, the writers won't have shows to come back to, and that hurts everyone."

Yet the hosts are in a tough position, say many industry insiders. According to one who asked not to be named, the network exerted extraordinary pressure on Messrs. Leno and O'Brien, even hinting that their seats could be filled by others if they did not return to work.

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