Kumo Co-Founder Hema Raghavan Named to Inc.’s 2026 Female Founders 500

Learn more
5Regression · Revenue Optimization

Ad Revenue Optimization

Which ad slot maximizes revenue without increasing churn?

Book a demo and get a free trial of the full platform: data science agent, fine-tune capabilities, and forward-deployed engineer support.

By submitting, you accept the Terms and Privacy Policy.

Loved by data scientists, ML engineers & CXOs at

Catalina Logo

A real-world example

Which ad slot maximizes revenue without increasing churn?

Ad-supported streaming tiers must balance revenue per viewer against ad fatigue that drives cancellations. Too many ads and subscribers downgrade or leave; too few and revenue per viewer drops. For a platform with 15M ad-supported subscribers generating $8 ARPU, a 10% improvement in ad load optimization adds $144M in annual revenue without increasing churn.

How KumoRFM solves this

Graph-powered intelligence for media platforms

Kumo connects subscribers, ad impressions, content, and watch sessions into a graph that models the revenue-churn tradeoff per subscriber. The GNN learns each subscriber's ad tolerance based on viewing patterns, engagement depth, content type, and historical responses to ad load changes. PQL predicts optimal ad slots per session, balancing incremental revenue against churn risk for each individual subscriber.

From data to predictions

See the full pipeline in action

Connect your tables, write a PQL query, and get predictions with built-in explainability — all in minutes, not months.

1

Your data

The relational tables Kumo learns from

SUBSCRIBERS

subscriber_idplanad_tieravg_session_min
SUB301Ad-supportedStandard55
SUB302Ad-supportedLight32
SUB303Ad-supportedStandard78

AD_IMPRESSIONS

impression_idsubscriber_idad_slotrevenuetimestamp
AI501SUB301Pre-roll$0.0452025-03-01 20:00
AI502SUB301Mid-roll-1$0.0382025-03-01 20:15
AI503SUB302Pre-roll$0.0422025-03-01 14:30

CONTENT

content_idtypegenreduration_min
SER401SeriesDrama48
MOV501MovieComedy95

WATCH_SESSIONS

session_idsubscriber_idcontent_idads_showncompleted
WS701SUB301SER4013True
WS702SUB302MOV5012False
WS703SUB303SER4014True
2

Write your PQL query

Describe what to predict in 2–3 lines — Kumo handles the rest

PQL
PREDICT SUM(AD_IMPRESSIONS.revenue, 0, 1, days)
FOR EACH SUBSCRIBERS.subscriber_id
WHERE BOOL(SUBSCRIBERS.is_cancelled, 0, 30, days) = False
3

Prediction output

Every entity gets a score, updated continuously

SUBSCRIBER_IDOPTIMAL_ADS_PER_SESSIONPREDICTED_DAILY_REVCHURN_RISK
SUB3013$0.128Low
SUB3021$0.042High
SUB3034$0.172Low
4

Understand why

Every prediction includes feature attributions — no black boxes

Subscriber SUB302 -- Ad-supported Light tier

Predicted: Optimal: 1 ad per session ($0.042 daily, churn risk: High)

Top contributing features

Session abandonment after 2+ ads

68% rate

33% attribution

Average session duration

32 min

24% attribution

Days since plan downgrade consideration

12 days

19% attribution

Content type engagement depth

Low

14% attribution

Similar subscribers' churn rate at 2+ ads

22%

10% attribution

Feature attributions are computed automatically for every prediction. No separate tooling required. Learn more about Kumo explainability

Bottom line: A platform with 15M ad-supported subscribers adds $144M in annual revenue by optimizing ad load per subscriber. Kumo balances revenue against individual churn risk, showing some subscribers tolerate 4 ads while others leave after 2.

Topics covered

ad revenue optimization streamingad load balancing AIAVOD revenue modelad frequency capping MLstreaming ad optimizationKumoRFM ad revenueviewer ad tolerance predictionrevenue-churn tradeoff model

One Platform. One Model. Predict Instantly.

KumoRFM

Relational Foundation Model

Turn structured relational data into predictions in seconds. KumoRFM delivers zero-shot predictions that rival months of traditional data science. No training, feature engineering, or infrastructure required. Just connect your data and start predicting.

For critical use cases, fine-tune KumoRFM on your data using the Kumo platform and Data Science Agent for 30%+ higher accuracy than traditional models.

Book a demo and get a free trial of the full platform: data science agent, fine-tune capabilities, and forward-deployed engineer support.