Viacom could still work out a way to work with Netflix -- despite Netflix's letter to investors "that it would let its current deal with Viacom expire this month because [Netflix] wants to focus on licensing exclusive content as a way to differentiate itself from other streaming services," writes Brent Lang. The two companies are now discussing the possibility of "licensing content - some on an exclusive basis and some on a non-exclusive basis," according to Viacom CEO Philippe Dauman.