Opinion issued September 17, 2013.
In The
Court of Appeals
For The
First District of Texas
————————————
NO. 01-12-00660-CV
———————————
SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 5, DAN
SCHLADEMAN, AND SUSAN STRUBBE, Appellants
V.
PROFESSIONAL JANITORIAL SERVICE OF HOUSTON, INC., Appellee
On Appeal from the 61st District
Harris County, Texas
Trial Court Case No. 2007-27181
OPINION
A labor union, Service Employees International Union Local 5, and two of
its officers, Dan Schlademan and Susan Strubbe, bring this interlocutory appeal
from the trial court’s denial of their motion for summary judgment on Professional
Janitorial Service of Houston, Inc.’s defamation, business disparagement, and
tortious interference claims. We dismiss the appeal as outside the scope of our
interlocutory jurisdiction.
Background
PJS, a local janitorial services company, brought this defamation case
against the union after PJS became the target of the union’s “Justice for Janitors”
campaign. PJS alleges that, as a result of its refusal to agree for its employees to be
represented by the union outside of a secret ballot election sanctioned by the
National Labor Relations Board, the union began publishing defamatory
statements about PJS to its customers, tenants of buildings cleaned by PJS, and
other third parties. The union published its statements about PJS on the union’s
website and in flyers, handbills, letters, reports, emails, newsletters, and speeches.
Most of the union’s statements accused PJS of violating wage-and-hour and other
labor laws. The union’s admitted goal in publishing these accusations to PJS’s
customers and others was to cause PJS to lose business to union contractors.
According to PJS, it lost more than one dozen accounts due to the union’s
publications.
The union moved for summary judgment on PJS’s claims, alleging that it
was entitled to judgment as a matter of law because PJS could not show that the
union made the statements that are the subject of the lawsuit with “actual malice”
2
and because many, if not all, of the statements are nonactionable statements of
opinion. The trial court denied the motion, and this interlocutory appeal followed.
Interlocutory Jurisdiction
PJS initially questions whether we have jurisdiction to hear this appeal
because the trial court’s denial of the union’s motion for summary judgment is an
interlocutory order, not a final judgment. As a general rule, an appeal may be taken
only from a final judgment. See TEX. CIV. PRAC. & REM. CODE ANN. § 51.012
(West Supp. 2012); Lehmann v. Har–Con Corp., 39 S.W.3d 191, 195 (Tex. 2001).
The legislature, however, can create exceptions to the general rule by statutorily
authorizing appellate jurisdiction over certain interlocutory orders. See Ogletree v.
Matthews, 262 S.W.3d 316, 319 n.1 (Tex. 2007) (“Texas appellate courts have
jurisdiction only over final orders or judgments unless a statute permits an
interlocutory appeal.”) (citation omitted). Section 51.014 of the Civil Practices and
Remedies Code contains several such specific grants of jurisdiction over appeals
from interlocutory orders. See TEX. CIV. PRAC. & REM. CODE ANN. § 51.014 (West
Supp. 2012); see also Rusk State Hosp. v. Black, 392 S.W.3d 88, 95 (Tex. 2012).
The union relies on section 51.014(a)(6) of the CPRC as conferring
interlocutory jurisdiction in this case. That section permits an interlocutory appeal
from an order that:
denies a motion for summary judgment that is based in whole or in
part upon a claim against or defense by a member of the electronic or
3
print media, acting in such capacity, or a person whose
communication appears in or is published by the electronic or print
media, arising under the free speech or free press clause of the First
Amendment to the United States Constitution, or Article I, Section 8,
of the Texas Constitution, or Chapter 73[.]
TEX. CIV. PRAC. & REM. CODE ANN. § 51.014(a)(6). Thus, interlocutory
jurisdiction arises under section 51.014(a)(6) when three criteria are met: (1) the
order appealed from is a denial of a motion for summary judgment; (2) the motion
is based in whole or in part upon a claim against or defense by “a member of the
electronic or print media, acting in such capacity,” or “a person whose
communication appears in or is published by the electronic or print media”; and (3)
the claim or defense arises under the free speech or free press provisions of the
United States Constitution,1 the Texas Constitution,2 or Chapter 73 of the CPRC.3
See id.
PJS challenges the second criterion, asserting that the union is not within the
class of persons contemplated by the statute. Cf. Tex. A & M Univ. Sys. v.
1
The United States Constitution prohibits Congress from making any law
“abridging the freedom of speech, or of the press.” U.S. CONST. amend. I.
2
The Texas Constitution provides that “[e]very person shall be at liberty to speak,
write or publish his opinions on any subject, being responsible for the abuse of
that privilege; and no law shall ever be passed curtailing the liberty of speech or of
the press.” TEX. CONST. art. I, § 8.
3
Chapter 73 defines the required elements of a libel action as well as certain
privileged matters and defenses for members of the media. See TEX. CIV. PRAC.
& REM. CODE ANN. §§ 73.001, .002, .004, .006 (West 2011). It additionally
provides that truth is a defense in a libel action. Id. § 73.005.
4
Koseoglu, 233 S.W.3d 835, 842−43 (Tex. 2007) (noting that section 51.014(a)(6)
“can only be read as allowing appeals by members of the media ‘or a person whose
communication appears in or is published by’ the media,” and that “[n]o other
person would typically have standing to appeal the denial of ‘a motion for
summary judgment that is based in whole or in part upon a claim against or
defense by a member of the electronic or print media or is published by the
electronic or print media’”) (quoting TEX. CIV. PRAC. & REM. CODE ANN.
§ 51.014(a)(6)). The union responds that it is both a member of the media and a
person whose communication appeared in or was published by the media. 4 We
address each argument in turn.
A. Standard of review
We review issues of statutory construction de novo. Tex. Lottery Comm’n v.
First State Bank of DeQueen, 325 S.W.3d 628, 635 (Tex. 2010). Our primary
objective in construing statutes is to give effect to the legislature’s intent. Id.
(citing Galbraith Eng’g Consultants, Inc. v. Pochucha, 290 S.W.3d 863, 867 (Tex.
2009)). “We use definitions prescribed by the Legislature and any technical or
particular meaning the words have acquired.” City of Rockwall v. Hughes, 246
S.W.3d 621, 625 (Tex. 2008). Otherwise, we construe the statute’s words
according to their plain and common meaning unless a contrary intention is
4
The individual defendants do not assert that they are members of the media.
5
apparent from the context or such a construction leads to absurd results. Id.; see
Tex. Lottery Comm’n, 325 S.W.3d at 635 (“We rely on the plain meaning of the
text as expressing legislative intent unless a different meaning is supplied by
legislative definition or is apparent from the context, or the plain meaning leads to
absurd results.”); Fresh Coat, Inc. v. K–2, Inc., 318 S.W.3d 893, 901 (Tex. 2010)
(“Presuming that lawmakers intended what they enacted, we begin with the
statute’s text, relying whenever possible on the plain meaning of the words
chosen.”) (citations omitted); Fitzgerald v. Advanced Spine Fixation Sys., 996
S.W.2d 864, 866 (Tex. 1999) (explaining that “it is a fair assumption that the
Legislature tries to say what it means, and therefore the words it chooses should be
the surest guide to legislative intent”). We consider the statute in its entirety and
presume the legislature intended a just and reasonable result when it enacted the
statute. City of Rockwall, 246 S.W.3d at 626.
Because section 51.014 is in derogation of the general rule that only final
judgments are appealable, we strictly construe it. See CMH Homes v. Perez, 340
S.W.3d 444, 447 (Tex. 2011) (“We strictly apply statutes granting interlocutory
appeals because they are a narrow exception to the general rule that interlocutory
orders are not immediately appealable.”); Jennings v. WallBuilder Presentations,
Inc. ex rel. Barton, 378 S.W.3d 519, 523 (Tex. App.—Fort Worth 2012, no pet.)
(“By the rule of strict construction, ‘it is not meant that the statute shall be
6
stintingly or even narrowly construed, but it means that everything shall be
excluded from its operation which does not clearly come within the scope of the
language used.’”) (quoting Norman J. Singer & J.D. Shambie Singer, 3 Statutes
and Statutory Construction, § 58:2, at 110 (7th ed. 2008)).
B. “[M]ember of the electronic or print media”
The union asserts that it is a “member of the electronic [ ] media” on the
basis of its Internet websites, which the union likens to traditional newspapers
because the websites “are managed by persons with journalism backgrounds, are
directed to a broader audience than just [the union’s] members, publish articles and
commentary on general political topics, and receive over 4000 readers a day.”
Whether an organization’s online presence qualifies it as a media defendant under
section 51.014(a)(6) is a matter of first impression in this Court.
1. Not every person who communicates over the Internet is a
“member of the electronic [ ] media” under section 51.014(a)(6)
Neither section 51.014 nor any other provision of the CPRC defines the term
“electronic [ ] media” or delineates who is a “member of the electronic [ ] media.”
We therefore consider the plain and common meaning of the words used. See City
of Rockwall, 246 S.W.3d at 625–26.
The words “electronic” and “media” are common words that are used
frequently in everyday conversation and writing. A well-known dictionary defines
“electronic” to describe “the electronic transmission or storage of information, as
7
by television or computer.” OXFORD AMERICAN DICTIONARY 1783 (6th ed. 2007).
“Media” refers to “[t]he main means of mass communication . . . , esp.
newspapers, radio, and television” and is commonly used in the plural to define
“the reporters, journalists, etc., working for organizations engaged in such
communication.” Id. at 1729; accord MERRIAM-WEBSTER’S COLLEGIATE
DICTIONARY 770 (11th ed. 2003) (defining “media” as “members of the mass
media” and noting that “media” is popularly used “in references to agencies of
mass communication”); AMERICAN HERITAGE DICTIONARY OF THE ENGLISH
LANGUAGE 841 (4th ed. 2000) (stating that “media” means “all the means of
communication, as newspapers, radio, and TV, that provide the public with news,
entertainment, etc., usually along with advertising”). The word media is often used
as a “shortened form of communications media,” BRYAN A. GARNER, A Dictionary
of Modern Legal Usage 570 (3d ed. 2011) (emphasis omitted), and as a synonym
for the “press.” See, e.g., MERRIAM-WEBSTER’S COLLEGIATE DICTIONARY 983
(11th ed. 2003) (defining “press” as “the gathering and publishing or broadcasting
of news”; “newspapers, periodicals, and often radio and television broadcasting”;
and “news reporters, publishers, and broadcasters”); AMERICAN HERITAGE
DICTIONARY OF THE ENGLISH LANGUAGE 841 (4th ed. 2000) (defining “press” as
“the collecting and publishing or broadcasting of news; journalism in general[;]
[t]he entirety of media and agencies that collect, publish, transmit, or broadcast the
8
news; [t]he people involved in the media, as news reporters, photographers,
publishers, and broadcasters”); BLACK’S LAW DICTIONARY 1304 (9th ed. 2009)
(defining press as “the news media; print and broadcast news organizations
collectively”).
That Internet websites fall within the broadest of these definitions as an
electronic “means of mass communication” is clear. Described generally, the
Internet is an international network of interconnected computers that enables
millions of people to communicate with one another in cyberspace and to access
vast amounts of information from around the world. See Reno v. Am. Civil
Liberties Union, 521 U.S. 844, 850, 117 S. Ct. 2329, 2334 (1997). It is a “platform
from which to address and hear from a worldwide audience of millions of readers,
viewers, researchers, and buyers.” Id. at 853, 117 S. Ct. at 2335. 5 “Any person or
organization with a computer connected to the Internet can ‘publish’ information.”
Id. Large companies, small organizations, and individual users alike publish on
Internet websites, which are “the equivalent of individualized newsletters about
that [company, organization, or] person [and] are available to everyone on the
[Internet].” Id. at 853 n. 9, 117 S. Ct. at 2335 n.9. The various types of Internet
5
The United States Supreme Court described the Internet as being “comparable,
from the readers’ viewpoint, to both a vast library including millions of readily
available and indexed publications and a sprawling mall offering goods and
services.” Reno, 521 U.S. at 853, 117 S. Ct. at 2335−36. From the speakers’ point
of view, the Internet “constitutes a vast platform from which to address . . . a
worldwide audience of millions of readers, viewers, researchers, and buyers.” Id.
9
websites include corporate websites, e-commerce websites, forum websites, news
websites, political websites, religious websites, school websites, blogs, and social
networking sites such as Facebook and Twitter, as well as sites that provide
webmail service. See Wikipedia, The Free Encyclopedia, Website,
http://en.wikipedia.org/wiki/Website (last visited September 10, 2013). 6
We agree with the union that a person (or, in this case, an organization)
should not be deprived of the benefit of an interlocutory appeal under section
51.014(a)(6) simply because he communicates online. It is undisputed that
newspapers, television networks, radio stations, and the journalists, reporters,
publishers, and broadcasters who publish in print or over airwaves are members of
the electronic or print media. Such entities and persons frequently have an online
presence, and their character does not change simply because their
communications are transmitted over the Internet rather than in print or on
television or radio.
6
We normally do not cite Wikipedia because of concerns for its reliability as a
source of information. See Bing Shun Li v. Holder, 400 Fed. Appx. 854, 856 n.4
(5th Cir. 2010) (discussing reasons courts are reluctant to look to Wikipedia as
authority). We do so in this limited circumstance because Wikipedia’s description
of the various types of Internet websites incorporates matters of common
knowledge of which we are permitted to, and do, take judicial notice. See TEX. R.
EVID. 201(f) (providing that “[j]udicial notice may be taken at any stage of the
proceeding”); Office of Pub. Util. Counsel v. Pub. Util. Comm’n of Texas, 878
S.W.2d 598, 600 (Tex. 1994) (“A court of appeals has the power to take judicial
notice for the first time on appeal”).
10
But section 51.014(a)(6) cannot be read to permit everyone who
communicates on the Internet to appeal the denial of a summary judgment based in
whole or in part upon a claim or defense arising under the free speech or free press
clauses of the United States and Texas Constitutions or Chapter 73 of the CPRC.
See TEX. CIV. PRAC. & REM. CODE ANN. § 51.014(a)(6). Such would be an absurd
reading of the statute, would render meaningless the statute’s express language
limiting the class of persons who may appeal to “members of the electronic [ ]
media,” and would run afoul of the Texas Supreme Court’s instruction to strictly
construe statutes granting interlocutory appeals. See id. (emphasis added); see also
CMH Homes, 340 S.W.3d at 447 (applying rule of strict construction); Tex. A & M.
Univ. Sys., 233 S.W.3d at 842−43 (acknowledging that section 51.014(a)(6)
applies only to limited class of persons); Michael Hadley, The Gertz Doctrine and
Internet Defamation, 84 VA. L. REV. 477, 487 (1996) (concluding that “most
speakers on the Internet could not properly be described as the ‘press.’”). We
therefore read the statute to draw a line between the “members of the electronic [ ]
media” and others who comment on the news or political or social issues over the
Internet, even if that line is difficult to discern.
2. The right of interlocutory appeal under section 51.014(a)(6)
depends on who speaks, not on how they speak
In asserting a right to interlocutory appeal under section 51.014(a)(6), the
union relies heavily on the importance of Internet publications in educating and
11
persuading the public. 7 But the legislature did not premise a section 51.014(a)(6)
appeal solely on the importance of the “free and untrammeled expression on
matters of public concern or interest,” see Huckabee v. Time Warner Entm’t Co.
L.P., 19 S.W.3d 413, 421 (Tex. 2000) (quoting Casso v. Brand, 776 S.W.2d 551,
557 (Tex.1989)), or the assurance of the “unfettered interchange of ideas for the
bringing about of political and social changes desired by the people.” New York
Times Co. v. Sullivan, 376 U.S. 254, 269, 84 S. Ct. 710, 720 (1964). Rather, the
right to interlocutory appeal is tied expressly to the speaker’s identity, i.e., his or
her status as a “member of the electronic [ ] media.” TEX. CIV. PRAC. & REM. CODE
ANN. § 51.014(a)(6) (emphasis added).
Although most of this State’s section 51.014(a)(6) jurisprudence involves
parties we would characterize as traditional media―newspapers, television
networks, or radio stations―at least two Texas courts have explored the extent to
which Internet authors may be “members of the electronic [ ] media.” See Hotze v.
Miller, 361 S.W.3d 707, 711−12 (Tex. App.—Tyler 2012, pet. denied); Kaufman
7
In New York Times Co. v. Sullivan, 376 U.S. 254, 266, 84 S. Ct. 710, 718 (1964)—
a seminal case on defamation and the First Amendment—the United States
Supreme Court offered a similar justification for extending constitutional
protection to paid editorial advertisements in newspapers. The Court reasoned that
editorial advertisements provide an “important outlet for the promulgation of
information and ideas by persons who do not themselves have access to publishing
facilities―who wish to exercise their freedom of speech even though they are not
members of the press.” Id. at 266, 84 S. Ct. at 718.
12
v. Islamic Soc’y of Arlington, 291 S.W.3d 130, 137−43 (Tex. App.—Fort Worth
2009, pet. denied). We look to those opinions for guidance.
In Kaufman v. Islamic Society of Arlington, the Fort Worth Court of Appeals
considered whether a defendant sued over the content of his Internet article was a
“member of the electronic or print media” within the meaning of section
51.014(a)(6). 291 S.W.3d at 137–43. The plaintiff contended that the defendant
“merely post[ed] on the internet” and that the online magazine he wrote for, Front
Page Magazine, was essentially the defendant’s own Internet blog. Id. at 138. The
evidence, however, indicated that the defendant was a full-time professional
journalist, the online magazine had a monthly readership of approximately 500,000
people, and the defendant did not control whether his articles were published or
how they were edited before publication. Id. The court concluded that the
defendant was a media defendant and that his Internet article was entitled to the
same First Amendment protection as an equivalent print article. Id. at 140−41
(noting case law from the Fifth Circuit and Supreme Court affording protection to
internet publications).
In reaching its conclusion, the Kaufman court adopted a multi-factor test for
determining whether an Internet author or publisher is a member of the electronic
media. This test looks to “the character and text of the communication itself, its
editorial process, its volume of dissemination, the communicator’s extrinsic
13
notoriety unconnected to the communication, the communicator’s compensation
for or professional relationship to making the communication, and other relevant
circumstances as the facts may dictate.” Id. at 142.
In Hotze v. Miller, the Tyler Court of Appeals considered whether a
physician sued for the content of editorials he published in traditional newspapers
and on Internet websites (including the physician’s own website) and statements he
made in a radio broadcast was a “media defendant.” 361 S.W.3d at 711−12.
Although the plaintiff disputed the applicability of section 51.014(a)(6) on the
ground that the physician was “self-promoting” and not a reporter who
disseminated news to the public, the record showed that the physician had an
established presence online and in other print and electronic media. Id. at 711.
While the physician self-published on two websites, he also published editorials in
a weekly newspaper, hosted a radio broadcast, and had thirty years’ experience as a
political writer and journalist. The court concluded that those facts were “sufficient
to show that [the physician] was a media defendant” entitled to an interlocutory
appeal under section 51.014(a)(6). 8 Id. at 712.
8
The court also determined that an interlocutory appeal was permissible because
the physician was a person whose communication appeared in or was published by
the electronic or print media. See Hotze, 361 S.W.3d at 712. We address whether
the union is a person whose communication appeared in or was published by the
electronic or print media below.
14
In addition to the reasoning of our colleagues in Fort Worth and Tyler, we
are aided in identifying speakers who are “member[s] of the electronic [ ] media”
by the legislature’s definition of related terms―“journalist” and “news
medium”―in section 22.021 of the CPRC, which governs a journalist’s qualified
testimonial privilege in civil proceedings. See TEX. CIV. PRAC. & REM. CODE ANN.
§ 22.021(2), (3) (West Supp. 2012). A “journalist” is defined as “a person, . . . who
for a substantial portion of the person’s livelihood or for substantial financial gain,
. . . writes . . . news or information that is disseminated by a news medium. . . .”
Id. § 22.021(2). For purposes of the qualified privilege, “news medium” means:
a newspaper, magazine or periodical, book publisher, news agency,
wire service, radio or television station or network, cable, satellite, or
other transmission system or carrier or channel, or a channel or
programming service for a station, network, system, or carrier, or an
audio or audiovisual production company or Internet company or
provider, or the parent, subsidiary, division, or affiliate of that entity,
that disseminates news or information to the public by any means,
including:
(A) print;
(B) television;
(C) radio;
(D) photographic;
(E) mechanical;
(F) electronic; and
(G) other means, known or unknown, that are accessible to the public.
15
Id. § 22.021(3). In noting these definitions, we bear in mind that the
interlocutory-appeal and journalistic-privilege statutes do not serve identical
purposes and that the broad definition of “news medium” occurs within the context
of a privilege that contains multiple other limitations. But we find both definitions’
emphasis on persons who or entities that report or disseminate the news as part of
their business helpful in discerning the line we must draw in this case.
The historical context of section 51.014(a)(6) also provides some context for
the statute’s limitation on the persons who may appeal thereunder. Cf. Ojo v.
Farmers Group, Inc., 356 S.W.3d 421, 436 (Tex. 2011) (Jefferson, C.J.,
concurring) (explaining that courts sometimes look to legislative history, as part of
larger societal discourse, “because it is useful to understand what options were
available when our representatives in government enacted policy”); ANTONIN
SCALIA & BRYAN GARNER, Reading Law: The Interpretation of Legal Texts, 388
(West 2012) (explaining that courts sometimes look to legislative history “for the
purpose of establishing linguistic usage―showing that a particular word or phrase
is capable of bearing a particular meaning”). When section 51.014(a)(6) was
enacted, the Legislature could not have contemplated that the individual website
hosts would be treated as “member[s] of the electronic [ ] media” entitled to an
interlocutory appeal of a summary-judgment denial. Subsection (a)(6) was added
to the interlocutory appeal statute by the 73rd Legislature in 1993, a time in which
16
the Internet was only beginning to enjoy widespread public use. 9 See Act of June
18, 1993, 73rd Leg., R.S., ch. 855, § 1, 1993 Tex. Gen. Laws 3365, 3366. Our
national search of case law predating section 51.014(a)(6)’s enactment returned
only one case discussing the Internet. See United States v. Morris, 928 F.2d 504,
506−11 (2d Cir. 1991) (determining defendant’s criminal liability for releasing
Internet “worm” that caused computers at various educational and military
institutions to crash).
Given this historical context, it is not surprising that the proponents of
subsection (a)(6) offered the amendment as a means to permit “a newspaper, radio
station or television station that was sued for libel to make an immediate appeal of
a judge’s refusal to grant a summary judgment” and spoke of the entities that
would benefit from the section’s enactment as traditional “media compan[ies].”10
9
See Michael Aaron Dennis, Internet, ENCYCLOPAEDIA BRITANNICA,
http://wwww.britannica.com/EBChecked/topic/291494/Internet (last visited
September 10, 2013) (explaining that federal legislation paved way for Internet to
transition from special use networks to public use networks in 1993).
10
The debate surrounding section 51.014(a)(6)’s enactment was undoubtedly
influenced by the discussion of the privileges enjoyed by various members of the
traditional media sued for defamation in federal and state courts. See SCALIA &
GARNER, Reading Law: The Interpretation of Legal Texts, 73, 78 (observing that
“words must be given the meaning they had when the text was adopted” and that
“[i]f a word is obviously transplanted from another legal source, whether the
common law or other legislation, it brings the old soil with it”). In Sullivan, the
Supreme Court announced a constitutional privilege applicable to defamation
claims brought by public officials in a claim arising out of a political
advertisement in a newspaper. 376 U.S. at 279−80, 84 S. Ct. at 725–26. Three
17
years later, the Court extended the privilege to claims by public figures in Curtis
Publishing Co. v. Butts, 388 U.S. 130, 87 S. Ct. 1975, 18 L.Ed.2d 1094 (1967),
another case involving a newspaper defendant. Neither case used the word media,
but in subsequent years, the Court focused on balancing the prevention of “media
self-censorship,” the need to protect the “news media” from liability, and
individuals’ legitimate interest in being free from reputational injury caused by
defamatory statements. Gertz v. Robert Welch, Inc., 418 U.S. 323, 341, 342, 94 S.
Ct. 2997, 3007, 3008 (1974) (stating that the result in New York Times and Curtis
are not “justified solely by reference to the interest of the press and broadcast
media in immunity from liability.”); Id. at 353 (Blackmun, J., concurring)
(describing majority opinion as holding that “a State is free to define for itself the
appropriate standard of media liability” in defamation claims by private
individuals); Time, Inc. v. Firestone, 424 U.S. 448, 465, 96 S. Ct. 958, 970, 47 L.
Ed. 2d 154 (1976) (Powell, J., concurring) (describing Gertz as shielding “the
press and broadcast media from a rule of strict liability that could lead to
intolerable self-censorship”).
In each instance we have found the Texas Supreme Court to use the phrase “media
defendant” before section 51.014(a)(6) was enacted, the Court used it in reference
to traditional media. See, e.g., Cain v. Hearst Corp., 878 S.W.2d 577, 583 (Tex.
1994) (citing Machleder v. Diaz, 801 F.2d 46, 53 (2d Cir.1986), in newspaper-
defendant case for proposition that rule holding “a media defendant liable for
broadcasting truthful statements and action because it failed to include additional
facts that might have cast the plaintiff in a more favorable or balanced light . . .
violates the First Amendment”); Star-Telegram, Inc. v. Walker, 834 S.W.2d 54, 56
(Tex. 1992) (holding that gag order prohibiting newspaper from publishing
information disclosed in open court constituted “a prior restraint on a media
defendant”); McIlvain v. Jacobs, 794 S.W.2d 14, 15 (Tex. 1990) (noting that
claims by private-figure plaintiff against television company, broadcasting
company and broadcaster were against media defendant and therefore had to
satisfy “constitutional considerations of free speech and free press”); Channel 4,
KGBT v. Briggs, 759 S.W.2d 939, 940 (Tex. 1988) (describing television station
and two reporters as media defendants); Doubleday & Co., Inc. v. Rogers, 674
S.W.2d 751, 759 (Tex. 1984) (in case against book publisher presumed damages
and punitive damages may be recovered against a media defendant only if actual
malice is proved); see also WFAA-TV, Inc. v. McLemore, 978 S.W.2d 568, 569
(Tex. 1998) (considering claims by journalist who was “a media plaintiff” against
18
House Comm. on Judicial Affairs, Bill Analysis, S.B. 76, 73rd Leg., R.S. (1993).
However, “when the text of a statute logically authorizes the application of the
statute to a new technology or communication medium, [courts] should apply the
statute in that way.” See Kaufman, 291 S.W.3d at 141.
Based on the criteria identified in Kaufman, the additional focus on
journalism found in Hotze, the emphasis in CPRC sections 22.021(2) and (3) on
the reporting or dissemination of the news, and the historical context in which
section 51.014(a)(6) was adopted, we conclude that a person who communicates
online qualifies as a “member of the electronic [ ] media” when the person’s
primary business is reporting the news and they are, as the statute expressly
provides, “acting in such capacity.”
3. Facts that aid in determining whether an Internet author’s
primary business is reporting the news
Admittedly, it may be difficult to ascertain a person’s or entity’s primary
business. Traditional media―persons and entities historically deriving their
income and revenue from advertising and subscriptions―satisfy this test regardless
of whether they publish in print, on airwaves, on the Internet, or in some
combination of these mediums. However, additional inquiry may be required in
cases like this one involving an entity that is not a newspaper, television network,
television station media defendant that broadcast allegedly defamatory news
reports).
19
or radio station. To the extent the issue of what constitutes a defendant’s primary
business is disputed, we consider these facts: 11
• the goods and services offered by the Internet author and the sources
of the Internet author’s revenue;
• the Internet author’s journalistic background, experience, and
independence (inquiring whether the author is a journalist by trade,
education, or experience; whether the author is a member of various
journalistic organizations; and whether the author is reporting
information on which he or she has a business, as opposed to news-
reporting, interest);
• the extent to which the Internet author has an established presence or
reputation in traditional media; 12
• the character and content of the Internet author’s communications 13
and range of reporting (inquiring about the primary purpose of the
internet communication; whether the communication involves
matters of public concern; and the breadth of its coverage);
• the editorial process (inquiring whether journalists select the stories
to be researched and published on the website, whether the selection
of stories was driven by their newsworthiness or other factors; and
11
While we consider many of the same facts as the Kaufman court considered, we
treat these facts as dispositive of a single issue—the defendant’s primary business.
Thus, we do not treat them as “factors” or balance them but, instead, consider
them in toto in determining the defendant’s primary business.
12
Kaufman examined the author’s “notoriety outside of the parameters of the article
. . . at issue.” 291 S.W.3d at 140. This fact involves the same type of inquiry,
although we do not term it a “notoriety” inquiry.
13
Kaufman examined the character and content of a single internet article. See 291
S.W.3d at 133−34. Because section 51.014(a)(6) permits an interlocutory appeal
by a particular party―a member of the media―and is not based solely on the
characteristics of the communication itself, we look more broadly at the entirety of
the union’s communications.
20
whether journalists supervise the research and act as the primary
authors or editors of the website content); and
• the size, nature, and diversity of the readership and whether the
readership relies on the author to obtain news.
No one fact is dispositive; rather, the inquiry should focus on the totality of the
circumstances. For example, traditional media outlets publish commentary and
editorials, some of which are not objective or neutral in their viewpoints, but they
are nevertheless members of the media. Another example: a small-town newspaper
that no longer prints a newspaper but elects to disseminate the news online is a
member of the media. But a person who prints and distributes one million copies of
a flyer may not be a member of the media despite his or her breadth of readership.
With these facts in mind, we turn to the issue of whether the union’s primary
business is reporting.
4. The union does not qualify as a “member of the electronic [ ]
media”
As we have already noted, the union asserts that it is a member of the
electronic media on the basis of its websites; it does not argue that any of its other
publications qualify it as a media defendant. The evidence contained in the
appellate record and submitted through an additional affidavit filed with this
Court14 establishes the following:
14
Attached to the union’s response to PJS’s dismissal motion is the affidavit of Inga
Skippings, the union’s National Communications Director. This affidavit was not
21
• The union has a communications department and a National
Communications Director.
• The National Communications Director has a journalism background,
having been employed previously by ABCNEWS and with local
affiliates of NBC and ABC. Some, but not all, of the union’s other
communications staff have journalism backgrounds.
• The union’s communications department is divided into two sections:
(1) “Traditional Media” for the union’s communications in print and
broadcast media such as newspapers, television, and radio; and (2)
“New Media” for the union’s websites and other social media.
• The union “publish[es] articles on-line, and seek[s] to have articles
published in print or in other traditional media, regarding paying
employees a living wage, social and economic justice, and other
political issues.” The union strives to affect public opinion on the
various matters of public concern, and thus the union seeks to reach
an audience broader than its membership.
• The union’s websites sometimes “contain links to opinion, video
presentations, speeches and news stories about [ ] janitors, and which
feature[ ] public figures and other speakers.”
presented to the trial court and is not included in the appellate record. It constitutes
newly created evidence for the purpose of establishing this Court’s jurisdiction.
PJS did not move to strike the affidavit or assert that the case should be remanded
to the trial court for resolution of disputed fact issues raised in the affidavit. We
may consider documents submitted by the parties that are outside of the trial
court’s record for the purpose of determining our own civil jurisdiction. See TEX.
GOV’T CODE ANN. § 22.220(c) (West Supp. 2012) (“Each court of appeals may,
on affidavit or otherwise, as the court may determine, ascertain the matters of fact
that are necessary to the proper exercise of its jurisdiction.”); Kaufman, 291
S.W.3d at 139 n.20; see also Lindsey v. Kline, No. 2-03-00239-CV, 2004 WL
1699909, at *2 (Tex. App.—Fort Worth July 29, 2004, no pet.) (mem. op.) (stating
that appellate court may consider affidavit together with other evidence not
included in appellate record to determine jurisdiction).
22
• All of the union’s websites and electronic communications together
draw more than 4000 daily readers.
• The editorial or vetting process used to publish press releases on the
union’s website is similar to the editorial or vetting process used by
members of traditional media in that information is collected from
sources and is then reviewed for accuracy and truthfulness by
researchers and others. The union’s publications are also edited or
reviewed by lawyers.
• The union’s websites do not produce income or have advertising.
PJS argues that, while these facts establish that the union has “a frequented website
and a functioning communications department,” they do not demonstrate that the
union is a member of the electronic media. We agree that the record does not
establish that the union qualifies as a member of the media under 51.014(a)(6)
because it is not primarily in the business of news reporting.
We begin with a combined analysis of the first and sixth facts we utilize to
determine if the union is primarily in the business of news reporting. The goods
and services provided by the union include communications on matters of public
that reach more than 4000 people daily. But the record does not establish the extent
to which the union focuses its business on or dedicates its resources to the
dissemination of news as opposed to the organization and representation of
workers. The union’s National Communications Director stated that the purpose of
the communications department was to “develop articles and other materials to
truthfully generate the most interest in the media and increase the interest in our
23
message.” These details of the union’s efforts to attract media attention undermine
the union’s position that it is itself a member of the media. The description also
distinguishes the union as an entity that strives to generate news rather than report
the news. While we agree with the union that its status as a member of the media
should not be decided solely by the fact that its websites do not generate income,
the union’s failure to collect subscription, advertising, or similar fees further
distinguishes it from the traditional media.
Turning to the second and third facts pertinent to the primary-business
inquiry, we note that the union can only communicate through its individual staff.
But the record does not identify any individual journalist who had a hand in
researching, drafting, or editing the communications made the basis of PJS’s
lawsuit and only some of the union’s communication staff has a background in
journalism. Thus, the union has not demonstrated that the publications in question
were authored by journalists or whether those authors have an established presence
or reputation in other traditional media. Moreover, the only individual authors
identified in the record are the union’s vice-president, Houston staff director, and
two “researchers.” And none of these individuals purport to have any journalistic
or similar experience.15
15
This makes our case unlike the situation in Kaufman, where the court qualified the
defendant as a media defendant based on his individual background and notoriety
24
Considering the whole of the union’s communications under the fourth fact
in our primary-business inquiry, we conclude that the reporting by the union is not
substantially similar to the reporting by traditional media. The union admits that its
communications are published for reasons other than the dissemination of news to
the public; the union aims to incite action or to sway public opinion through its
websites. The affidavits submitted in support of the union’s summary-judgment
motion universally describe the union’s communications as part of a “Justice for
Janitors” publicity campaign. The vice-president who had “some supervisory
duties” over the campaign described the campaign as “trying to organize and
improve the working conditions of janitors, and similar workers, employed in
cleaning commercial offices and other buildings.” According to the vice-president,
“all” of the communications at issue here were “undertaken for the purpose of
trying to improve the terms and conditions of these workers’ employment” and
“occurred in what is known as a ‘Labor Dispute,’ or as part of a campaign or
controversy concerning the terms, tenure or conditions of employment or
concerning the association or representations of persons in . . . changing or seeking
to arrange terms or conditions of employment of PJS’s employees.” These are not
activities associated with the traditional media.
apart from the article at issue and based on the Internet publication’s independent
existence as a news medium with a broad readership. 291 S.W.3d at 139–43.
25
The union’s campaign includes flyers and newsletters and protests “to alert
employees, customers, tenants and persons that do business with PJS of [the
union’s] opinions and views on the plight of “PJS’s janitors. “As part of that
campaign, the union’s organizers make contacts” with PJS’s employees, frequently
by meeting them as they enter or leave work, and urge them to join the union. The
union also sends “delegations, which often include the workers themselves, to
make presentations to political leaders, community groups, and pension funds that
own or invest in a building cleaned by a contractor.” The vice-president further
explained that when janitors “provide information that indicates that the employer
is engaged in unfair or illegal labor or pay practices, [the union organizers] gather
that information for use in the campaign.” A union “researcher” stated in another
affidavit that he uses information gathered from janitors to draft “the PJS
organizing campaign” flyers and other communications. The union’s other
communications included press releases, “reports to the public,” handbills,
newsletters, letters, and website statements.
Although the limited evidence regarding the fifth fact in our
primary-business inquiry establishes some similarities between the union and
traditional media in that fact checking and multiple-party review is involved in the
union’s editorial process, the union’s National Communications Director did not
establish that anyone with substantial journalistic experience controls or is
26
substantially involved in the editorial process. Journalism involves much more than
research, editing, and vetting. This Court’s own opinions go through a similar
editorial process and are made publicly available on our website, but this Court is
not a member of the electronic media.
For all these reasons, we conclude that, although the record establishes that
the union publishes information concerning political and social issues to the public
through its websites, the record does not establish that the union’s primary business
is reporting the news or that it was acting in the capacity of a journalist or news
reporter in publish its statements about PJS. Thus, the union does not qualify as a
“member of the electronic [ ] media.” We therefore turn to the issue of whether the
union qualifies as a “person whose communication appeared in or was published
by the electronic or print media.” TEX. CIV. PRAC. & REM. CODE ANN. §
51.014(a)(6).
C. Person whose communication appeared in or was published by the
electronic or print media
A person who is not a member of the electronic or print media may pursue
an interlocutory appeal if its communication appeared in or was published by the
electronic or print media. See TEX. CIV. PRAC. & REM. CODE ANN. § 51.014(a)(6).
PJS argues that the union cannot make such a showing because PJS’s lawsuit is not
based on any statement made by the union in a newspaper article or on a television
or radio broadcast; rather, PJS’s defamation claims arise from the union’s self-
27
published statements in letters to third parties, flyers, handbills, newsletters,
website postings, press releases, reports, and oral testimony. The union responds
that interlocutory jurisdiction exists because at least one press release appearing on
the union’s website and alleged by PJS to be defamatory―the June 15, 2006 press
release entitled “New Lawsuit: Immigrant Janitors Instructed to Work ‘Off-the-
Clock’ by Houston’s Largest Local Cleaning Firm”―was “picked up” by the
Associated Press and re-published by a number of traditional news media outlets.16
According to the union, PJS seeks to hold the union liable for the citations to and
quotations from the press release in the newspaper articles and television and radio
broadcasts covering a lawsuit filed by PJS employees for federal labor-law
violations because those articles and broadcasts were attached to an allegedly
defamatory “Report on Professional Janitorial Service (PJS)” authored by the
union. We disagree.
PJS has not plead any claims based on the publication of the newspaper
articles or television and radio broadcasts covering the lawsuit filed by PJS
employees. Neither does PJS allege that the articles attached to the report that is
the subject of its lawsuit are defamatory. The report contains an executive
16
Specifically, the union asserts that its press release formed the basis of stories
published by the Fort Worth-Star Telegram, the Dallas Morning News, the Austin
American-Statesman, the Houston Chronicle and broadcast by KTRH Radio and
several television news stations.
28
summary and sections addressing PJS’s alleged unlawful business practices and
the federal lawsuit filed against PJS and accuses PJS of threatening and
intimidating workers who show an interest in unionizing. PJS’s claim is that the
statements in the report authored by the union are defamatory, not its news-article
attachments. Moreover, the written publications from the news media outlets that
appear in the record do not attribute the information reported to the union or
include any official statement from the union. Nor are any union representatives
quoted in the articles. The only persons quoted in any of the written publications
are PJS employees and the lawyer who filed the federal lawsuit on their behalf. As
concluded by our sister court of appeals in Houston, unattributed or nonspecific
background information in a media publication is not worthy of the protections
afforded by section 51.014(a)(6).17 Quebe v. Pope, 201 S.W.3d 166, 170 n.5 (Tex.
17
The Quebe court based its holding on legislative history, stating:
As originally proposed, the amendatory legislation, Senate Bill 76,
applied only to members of the media. Senate Comm. on State
Affairs, Bill Analysis, Tex. S.B. 76, 73rd Leg., R.S. (1993). Senator
Jim Turner, the bill’s sponsor, offered an amendment that extended
application to persons other than members of the media. In a note
accompanying the amendment, Turner explained: “For example, it
would cover persons who have letters or op-ed pieces published in
newspapers or magazines or who express their opinions on radio or
television programs.” Floor Amendment No. 2 to Tex. S.B. 76, 73rd
Leg., R.S. (February 25, 1993). The bill was passed as amended. S.J.
of Tex., 73rd Leg., R.S. 312 (1993). Although certainly not
conclusive regarding legislative intent, it appears from Turner's
comment that he would not view unattributed, nonspecific
29
App.—Houston [14th Dist.] 2006, pet. denied). Thus, on this record, we cannot
hold that the union’s communication “appear[ed] in or [was] published by the
electronic or print media.” See TEX. CIV. PRAC. & REM. CODE ANN. § 51.014(a)(6).
Conclusion
Because we have concluded that the union is neither a “member of the
electronic or print media” nor a “person whose communication appear[ed] in or
[was] published by the electronic or print media,” the criteria for the exercise of
this Court’s appellate jurisdiction under section 51.014(a)(6) are not satisfied.
Accordingly, we hold that the union’s appeal falls outside the scope of our
interlocutory jurisdiction, we grant PJS’s motion, and we dismiss the appeal.
Harvey Brown
Justice
Panel consists of Chief Justice Radack and Justices Higley and Brown.
background information as worthy of the protections afforded by
section 51.014(a)(6).
201 S.W.3d at 170 n.5.
30