Now that Stephen Colbert has exited the late night cage match, one Jimmy has been collecting the spoils. But a strong NBA lead-in and shared political leanings are giving ABC an early advantage—and could reverberate across YouTube and beyond.
Stephen Colbert and Jimmy Kimmel at the 71st Emmy Awards in 2019.
Photo: Kevin Winter/Getty Images
Late night TV viewers, to the extent they still exist outside of those whose Advil PM kicks in during the local news, tend to be a fickle crew. Barring big lead-in moments, like sports or debates or wars, the audiences for the remaining broadcast shows (plus The Daily Show!) are pretty steady. It often takes a defining moment to cause a shift: Letterman decamping NBC for CBS in 1993; Leno’s sex worker interrogation of Hugh Grant; Conan’s 2010 firing and the #TeamCoco movement; and, more recently, Colbert going full #Resistance after the 2016 election.
Looks like we’re passing through one of those moments right now, with the May 21 cancellation of Late Show With Stephen Colbert and the immediate cash-grab filler—sorry, fiscally responsiblereplacementprogramming—of Byron Allen’s Comics Unleashed. Everyone knew the CBS audience at 11:35 would fall off a cliff, and indeed it has. In the two full weeks since assuming the 11:35 time slot, the audience for Comics Unleashed is down more than half from Late Show. That’s Allen’s problem, not CBS’s, since he’s buying out the time. But the real question is, Where is that Colbert audience going?
At least initially, it looks like they’re going to Jimmy Kimmel. It’s super early, and skewed by several nights of strong lead-ins from sports, notably the record-setting NBA Finals—Monday’s Game 3 averaged 23.8 million viewers, per Nielsen. Last night’s historic Knicks comeback, with its Taylor Swift/Wu-Tang boost, likely generated even bigger numbers that aren’t available yet. But even before that, Kimmel had been consistently crushing Jimmy Fallon during the first two weeks of head-to-head competition between ABC’s Jimmy Kimmel Live! and NBC’s The Tonight Show Starring Jimmy Fallon. And Kimmel is up compared to the same week last year, which also featured the NBA Finals, though not the Knicks and multiple Haim sisters.
Again, that chart is skewed, with the NHL Stanley Cup Final also airing on ABC, albeit with a fraction of the ratings as the NBA Finals. But even on June 1, without any sports lead-in, Kimmel beat Fallon 2.2 million viewers to 1.3 million—a wider chasm than Kimmel had enjoyed during the season to date. And a good argument can be made that these basketball and hockey audiences are sampling Kimmel at exactly the right time. For some of them, Colbert was their first choice and now they are at least Kimmel-curious. The key will be whether they stick around. Kimmel goes on summer vacation at the end of the month, replaced by eight weeks of guest hosts. Maybe some of that momentum will be lost, maybe not.
Regardless, it’s all good fodder for Kimmel’s recent argument that late night isn’t actually dying, or at least that it’s dying more slowly than many in the media claim. Unlike Colbert, both Kimmel and Fallon generate especially strong YouTube numbers, as well as value for Disney and NBCUniversal beyond their own linear shows. (So far in 2026, the Jimmy Kimmel Live! page has passed half a billion views.) Maybe the consolidation of 11:35 shows from three to two will help keep those shows alive longer. If the genre can just tweak itself to work better on streaming, or hold on long enough for the economics of digital video to catch up to linear, maybe the underpinnings will continue to sustain professionally produced topical comedy beyond the end of the linear TV era.
Or not. But for now, Kimmel seems poised to inherit the rusting crown of late night leader. After all, Colbert became the champ by leaning into his leftie politics. He and his defining producer, Chris Licht, who helped launch Morning Joe on MSNBC before his disastrous run at CNN, recognized that in a post-monoculture TV landscape, there’s no such thing as Johnny Carson—so trying to be an everyman for every audience turns you into a nobody for no one. Becoming polarizing is actually a smarter strategy these days than avoiding partisanship, as Fallon often does, because you become must-watch for a certain segment of the audience, whether it’s Colbert and Kimmel on the left or Greg Gutfeld’s Fox News chat show, Gutfeld!, on the right. The downside of preaching to the choir is that everyone else either ignores you entirely or, in the case of Colbert, the president and his F.C.C. tries to run you off the air. But just assembling a large enough choir in the first place is the goal.
Kimmel is playing that same game, of course, leaning into the anti-Trump rhetoric (often hilariously so) and openly feuding with the president and F.C.C. chair Brendan Carr. Kimmel seems genuine in his politics, but it’s also a savvy audience play. Coming out of the ’23 strikes and into the ’24 election, he went from occasionally to usually beating Fallon, though still lagging Colbert. And then last fall, after the Charlie Kirk dustup and getting briefly yanked off the air by Disney/ABC, Kimmel began to post sustained ratings growth over the prior year. And now, with his position well-defined and the other polarizing anti-Trumper having been canceled for either economic or political reasons (my take has always been that it was a bit of both), Kimmel stands to benefit again. And if and when Jon Stewart ends his second tenure on The Daily Show, Kimmel could consolidate even more of the political left into one even more dominant show that rides out the sunset years of the genre.
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