Memorandum Opinion by Chief Justice VALDEZ.
Appellants, TV Azteca, S.A.B. de C.V., Patricia Chapoy, and Publimax, S.A. de C.V. (the "Media Defendants"), complain in this accelerated interlocutory appeal that the trial court erred in denying their special appearance in a suit brought by appellees, Gloria de los Angeles Trevino Ruiz (aka "Gloria Trevi"), individually and on behalf of her minor child, Gabriel de Jesus Trevino, and Armando Ismael Gomez Martinez (the "Trevi Parties"). See TEX. CIV. PRAC. & REM.CODE ANN. § 51.014(a)(7) (West 2008); TEX.R.App. P. 28.1. Appellants contend by five issues, that the trial court erred by: (1) denying their special appearance; (2) finding that it had specific jurisdiction over the Media Defendants; (3) finding that it had general jurisdiction over the Media Defendants; (4) finding that exercising personal jurisdiction over the Media Defendants would not offend traditional notions of fair play and substantial justice; and (5) overruling the appellants' objections to the affidavit testimony of Francisco Peña,
Whether the trial court has personal jurisdiction over a defendant is a question of law. BMC Software Belgium, N.V. v. Marchand, 83 S.W.3d 789, 794 (Tex.2002). The plaintiff bears the initial burden of pleading "sufficient allegations to bring a nonresident defendant within the provisions of the [Texas] long-arm statute." Id. at 793. However, when a defendant files a special appearance, he assumes the burden of negating all bases of personal jurisdiction asserted by the plaintiff. Moki Mac River Expeditions v. Drugg, 221 S.W.3d 569, 574 (Tex.2007); BMC Software, 83 S.W.3d at 793; El Puerto de Liverpool, S.A. de C.V. v. Servi Mundo Llantero, S.A. de C.V., 82 S.W.3d 622,
When the trial court issues findings of fact and conclusions of law, we may review the findings of fact for legal and factual sufficiency. BMC Software, 83 S.W.3d at 794. We review a trial court's legal conclusions de novo. Moki Mac, 221 S.W.3d at 574 (citing BMC Software, 83 S.W.3d at 794). The appellant may not challenge the trial court's conclusions of law as factually insufficient; however, the appellate court may "review the trial court's legal conclusions drawn from the facts to determine their correctness." Id.
If the trial court does not issue findings of fact and conclusions of law, we must imply all facts necessary to support the judgment if those facts are supported by the evidence. BMC Software, 83 S.W.3d at 795 (citing Worford v. Stamper, 801 S.W.2d 108, 109 (Tex.1990); Zac Smith & Co. v. Otis Elevator Co., 734 S.W.2d 662, 666 (Tex.1987); In re W.E.R., 669 S.W.2d 716, 717 (Tex.1984)). "When ... the trial court does not issue fact findings, we presume that the trial court resolved all factual disputes in favor of its ruling." Glattly v. CMS Viron Corp., 177 S.W.3d 438, 445 (Tex.App.Houston [1st Dist.] 2005, no pet.) (citing Am. Type Culture Collection, Inc. v. Coleman, 83 S.W.3d 801, 805-06 (Tex.2002)). However, "we review de novo if the underlying facts are undisputed or otherwise established." Preussag Aktiengesellschaft v. Coleman, 16 S.W.3d 110, 113 (Tex.App.Houston [1st Dist.] 2000, pet. dism'd w.o.j.). Any implied findings are not conclusive and may be challenged for legal and factual sufficiency if the appellate record contains the reporter's and clerk's records. Id. "For legal sufficiency points, if there is more than a scintilla of evidence to support the finding, the no evidence challenge fails." Id.
Texas courts have personal jurisdiction over a nonresident defendant only if it is authorized by the Texas long-arm statute, see TEX. CIV. PRAC. & REM.CODE ANN. § 17.042 (West 2008), which allows Texas courts to exercise personal jurisdiction over nonresident defendants who are doing business in Texas. Id.; BMC Software, 83 S.W.3d at 795. The Texas long-arm statute sets out several activities that constitute "doing business" in Texas; however, the list is not exclusive, and Texas's long arm statute's "broad language extends Texas courts' personal jurisdiction `as far as the federal constitutional requirements of due process will permit.'" BMC Software, 83 S.W.3d at 795 (quoting U-Anchor Adver., Inc. v. Burt, 553 S.W.2d 760, 762 (Tex.1977)). Therefore, "the requirements of the Texas long-arm statute are satisfied if the exercise of personal jurisdiction comports with federal due process limitations." CSR Ltd. v. Link, 925 S.W.2d 591, 594 (Tex.1996).
Under the Due Process Clause of the Fourteenth Amendment of the United States Constitution, a Texas court has personal jurisdiction over a nonresident defendant when (1) the nonresident defendant has established minimum contacts with the forum state, and (2) the exercise of jurisdiction does not offend "traditional notions of fair play and substantial justice." Int'l Shoe Co. v. Washington, 326 U.S. 310, 316, 66 S.Ct. 154, 90 L.Ed. 95 (1945); BMC Software, 83 S.W.3d at 795; see U.S. CONST. amend. XIV, § 1. "The exercise of personal jurisdiction is proper when the contacts proximately result from actions of
Minimum contacts may be found when the nonresident defendant purposefully avails himself of the privileges and benefits inherent in conducting business in the forum state.
In determining whether the nonresident defendant that is sued for defamation has had minimum contacts with the forum state, the United States Supreme Court has provided a framework for courts to follow. See Calder v. Jones, 465 U.S. 783, 104 S.Ct. 1482, 79 L.Ed.2d 804 (1983); Keeton v. Hustler Magazine, Inc., 465 U.S. 770, 104 S.Ct. 1473, 79 L.Ed.2d 790 (1983). In Keeton, the United States Supreme Court overturned the lower court's dismissal of the plaintiff's libel cause of action against the publisher of a magazine. Keeton, 465 U.S at 772, 104 S.Ct. 1473. The plaintiff, who was not a resident of New Hampshire, sought relief in New Hampshire because the statute of limitations had run in her home state. Id. at 773, 104 S.Ct. 1473. The Supreme Court held that the defendant's "regular circulation of magazines in [New Hampshire] is sufficient to support an assertion of jurisdiction in a libel action based on the contents of the magazine." Id. at 773-74, 104 S.Ct. 1473. The Court citing the lower court's
Id.
The Supreme Court explained that the plaintiff's lack of contacts with the forum state did not defeat jurisdiction because we analyze the relationship among the defendant, the forum state, and the litigation. Id. at 775-76, 104 S.Ct. 1473. The Court found the plaintiff's claims that she suffered damages in multiple states relevant to the question of whether it was "fair" to compel the defendant to defend a multi-state suit in New Hampshire. Id. at 776, 104 S.Ct. 1473. However, the Supreme Court held her multi-state claims did not defeat New Hampshire's jurisdiction over the defendant because New Hampshire had a legitimate interest in holding the defendant answerable on a claim related to the defendant's activities of circulating its magazine in that state. Id. The Court explained that New Hampshire has a significant interest in redressing injuries that actually occur within its borders. Quoting Leeper v. Leeper, 114 N.H. 294, 298, 319 A.2d 626 (1974), the Supreme Court stated:
Keeton, 465 U.S. at 776, 104 S.Ct. 1473 (internal citations omitted). The Court explained that this interest "extends to libel actions brought by nonresidents" and that New Hampshire has an interest in discouraging the deception of its citizens in a libel action. Id. The Supreme Court said, "False statements of fact harm both the subject of the falsehood and the readers of the statement" and "there is no constitutional value in false statements of fact." Id. (emphasis in original). The Court determined that New Hampshire had an interest in remedying an injury that in-state libel caused within its borders to a nonresident and that "the tort of libel is generally held to occur wherever the offending material is circulated." Id. at 776-77, 104 S.Ct. 1473.
Noting that the defendant had "chosen to enter the New Hampshire market[,]" the Court concluded that the defendant could be "charged with knowledge of its laws." Id. at 779, 104 S.Ct. 1473. The defendant's activities could not be regarded as continuous and systematic and were not so substantial as to support jurisdiction over a cause of action unrelated to its activities in New Hampshire. Id. However, the defendant was "carrying on a `part of its general business' in New Hampshire, and that [was] sufficient to support jurisdiction when the cause of action [arose] out of the very activity being conducted, in part, in New Hampshire." Id. at 779-80, 104 S.Ct. 1473.
In Calder v. Jones, the Supreme Court found that California had personal jurisdiction over an editor and writer for the National Enquirer who were based in Florida. 465 U.S. at 790, 104 S.Ct. 1482. At the time, Shirley Jones was an entertainer living and working in California, and the National Enquirer published allegedly defamatory statements about her. Id. at 788-89, 104 S.Ct. 1482. The Supreme Court found that California was the focal point of the published story and the harm was suffered in California. Id. at 789, 104 S.Ct. 1482. Thus, the Court stated that California had jurisdiction based on the "effects" of the defendants' Florida conduct in California. Id. The Supreme Court explained that (1) the story concerned the California activities of a California resident, (2) the plaintiff's career was centered in California, (3) the article was drawn from California sources, and (4) the brunt of the harm was felt in California. Id. at 788-89, 104 S.Ct. 1482.
The Calder defendants argued that they were similar to welders who had built a boiler in Florida and who had no control over where the manufacturer sold the boilers. Id. at 789, 104 S.Ct. 1482. The Supreme Court rejected that argument because according to the Court, the defendants were not charged merely with untargeted negligence. Id. Instead, the defendants had been charged with intentional and tortious actions expressly aimed at California. Id. The Supreme Court stated that the defendants knew that the brunt of the injury would be felt by Jones in the state in which she lives and works and in which the National Enquirer had its largest circulation. Id. Under the circumstances, the Supreme Court found that the defendants must have "reasonably anticipate[d] being haled into [a] court [where the plaintiff lived and worked and the publication was disseminated]" to answer for the truth of the statements made in their article. Id. at 789-90, 104 S.Ct. 1482. The Supreme Court reasoned that in the case of an intentional tort, such as defamation, an individual injured in California should not be required to seek redress from persons who, though remaining in Florida, knowingly cause the injury in California. Id. at 790, 104 S.Ct. 1482.
The Trevi Parties sued appellants for defamation, libel per se, slander, defamation per se, business disparagement, civil conspiracy, and tortious interference with existing and prospective contracts and
Chapoy stated that she is a citizen and resident of Mexico employed by a Mexican corporation. Chapoy claimed that her "intended viewership includes primarily Mexican viewers, not viewers in Texas." Chapoy asserted that the evidence presented showed that she has not (1) engaged in business in Texas; (2) agreed to be subject to jurisdiction in Texas; (3) appointed an agent for service of process in Texas; (4) ever maintained a place of business in Texas; (5) owned property in Texas; (6) owed or paid any taxes to the State of Texas or any of its political subdivisions; (7) filed a lawsuit in Texas; or (8) been a party to a lawsuit other than the current action.
In its special appearance, Publimax stated that: (1) it is an entity formed under the laws of Mexico; (2) it was not formed under Texas laws; (3) it was not registered to do business in Texas (4) it did not have employees, agents, or assets, representatives, or offices in Texas; (5) it did not engage in business in Texas; (6) it did not agree to be subjected to jurisdiction in Texas; (7) it had not appointed an agent for service of process in Texas; (8) it had not maintained a place of business in Texas, owned property in Texas, or owed or paid any taxes to Texas or any of its political subdivisions; (9) it had not "aim[ed] or target[ed] any alleged defamatory broadcast to the State of Texas"; and (10) it had not "create[d], [written], or produce[d] any allegedly defamatory broadcast." Publimax acknowledged that it operated "over-the-air television channels 7 and 13 in Monterrey, Mexico" but alleged that "pursuant to an agreement with the owner of those stations, the programming broadcast over those channels is directed at viewers in the northeast zone of Mexico not Texas." Publimax stated that "[c]hannels 7 and 13 in Monterrey are licensed for broadcast by the Mexican government, not the U.S. Federal Communications Commission." Publimax recognized that households in southern Texas are capable of receiving transmission of broadcasts from channels seven and thirteen, but it claimed that it had not "engage[d] in purposeful attempts to do business in south Texas through programming targeted or directed to south Texas." Publimax also stated that it did not have sufficient minimum contacts with Texas conferring jurisdiction to a Texas court.
Regarding general jurisdiction, appellants stated that the Trevi Parties "acknowledge[d] that [they] do `not maintain a registered agent for service of process in Texas.'" Appellants claimed that the Trevi Parties' accusation that they are "doing business in the State of Texas and [were] at all times material hereto doing business in Texas" was conclusory and did not constitute evidence of continuous and systematic contacts sufficient to vest the trial court with jurisdiction over them. Appellants alleged that the Trevi Parties failed to state which defendant actually broadcast the television programs in Texas, which gave rise to the Trevi Parties'
Regarding specific jurisdiction, appellants stated that the Trevi Parties' allegation that they had directed their activities to Texas residents was vague and the type of evidence rejected by the Texas Supreme Court. Appellants argued that even if Azteca broadcast its programs to Texas, those broadcasts were incidental and not directed to the state of Texas. Finally, appellants asserted that vesting a Texas court with jurisdiction over them would offend traditional notions of fair play and substantial justice.
Azteca and Chapoy attached Othon Frias Calderon's and Chapoy's affidavits to their joint special appearance wherein Calderon stated that he is employed as an "attorney-in-fact" for Azteca and is "familiar with and [has] knowledge of [Azteca's] business." Calderon stated:
In her affidavit, Chapoy stated that she is a resident of Mexico and has never been a resident of Texas. Chapoy said that she serves as director of entertainment for Azteca. According to Chapoy, she intends that viewers of the programs she produces consist of Mexican citizens, and she does not intend for residents of Texas to view her reports. Chapoy stated, "The report that I understand to be the subject of Plaintiff's Original Complaint [was] investigated, written and prepared by me and colleagues working in Mexico. All of my work on the subject broadcasts were performed and conducted in Mexico." Chapoy said that she intended to "accurately" inform her viewers about the matters reported in the broadcasts that "focused on cases and legal proceedings involving Gloria Trevi which took place in Mexico, Europe and Brazil and not in the State of Texas." According to Chapoy, the reports "did not discuss any Texas events involving Ms. Trevi or others and did not rely on any sources in the State of Texas."
Publimax offered the affidavit of Vicente Diaz Charles ("Diaz").
Appellants attached excerpts from depositions of Trevino, Calderon, Chapoy, Diaz, and Armando Ismael Gomez to their designation of deposition testimony, additional affidavits and expert witnesses in support of special appearances. To their response to appellants' special appearances, the Trevi Parties attached excerpts from: (1) Diaz's depositions taken on November 15, 2011 and March 8 and 9, 2012 with deposition exhibits; (2) Calderon's deposition with exhibits; (3) Chapoy's deposition with exhibits; (3) Trevi's deposition; (4) Laura Cantu's deposition; and (5) Patti S. Sunday's deposition. The Trevi Parties also offered a variety of documents, including among other things: (1) Francisco J. Peña Valdés's affidavit; (2) Patti S. Sunday's affidavit; (3) Trevi's affidavit; (4) portions of TV Azteca's 2005, 2006, 2007, 2008, and 2009 annual reports; (5) documents in a lawsuit filed by a Texas resident against Publimax and its employee; (6) a "Linkendine" profile of TV Azteca's manager of editing, post production, and signal distribution, Omar Garza Galvan, and an invoice; (7) a printout of pages from TV Azteca Noreste's website; (8) Rebecca Vela's affidavit; (9) Raymond L. Thomas's affidavit; and (10) Vanessa Villegas's affidavit.
Both the Trevi Parties and appellants provided excerpts of Trevi's deposition.
Trevi stated that she did not know whether appellants "did anything in Texas to prepare" the allegedly defamatory broadcasts and did not know if the preparation of the broadcasts occurred in Mexico. Trevi agreed with appellants' attorney that several of the alleged defamatory remarks concerned incidents that occurred in Mexico and had not occurred in Texas. She also agreed that several of the remarks concerned incidents that occurred
Appellants' attorney asked Trevi to explain what she saw including the title of the program and the date that it ran. Trevi responded:
Trevi testified that her Aunt Luisa lives in McAllen "very close to [her] mom's house." However, Trevi did not know the address. Trevi believed that she saw the program sometime in 2009 before she filed the lawsuit.
Trevi stated that she does not know where Publimax's regular place of business is located. When asked if appellants interviewed her in Texas regarding the complained-of broadcasts, Trevi replied, "No." Trevi acknowledged that Chapoy had previously interviewed her in Mexico and that she has never met or seen Chapoy in Texas. When asked if any of appellants' sources were interviewed in Texas, Trevi responded, "I cannot say `yes' or `no' because I don't have a certainty. I do not know where those statements were made by them. I am not certain as to whether they were made here [in Texas] or over there [in Mexico]." In response to whether she had seen or met a representative from Publimax in Texas before her deposition, Trevi said, "Well, I — I couldn't say because I have seen reporters and people from TV Azteca here." Trevi stated that she had not met or seen Chapoy in Texas.
When appellants' attorney asked why Trevi brought her lawsuit in Texas, Trevi responded:
Appellants' attorney objected to Trevi's response on the basis that it was nonresponsive and asked her "You made reference to — that the Defendants allegedly know that you live in McAllen. What evidence do you have of that?" Trevi responded:
Trevi testified that while watching TV, she saw that a reporter from TV Azteca named Laura Suarez was following her and her family in Texas. Appellants' attorney asked, "Have you ever seen Laura Suarez physically present through your own eyes in Texas? Yes or no?" Trevi said, "When I see a TV Azteca camera, I turn around. I do not face the camera. I have — but I have been told that she has been present, both by my family and by the people who are accompanying me. So, I don't face the camera. I don't look at the reporter." Trevi clarified that she did not believe she had ever personally seen Laura Suarez in Texas.
Trevi explained how she was harmed in Texas as follows:
At his deposition, Calderon testified that TV Azteca "operates a national TV station — Mexican TV station." When asked if TV Azteca has an ownership interest in several different companies, Calderon replied, "Yes."
When asked if TV Azteca owned or operated the television station Azteca Noreste, Calderon said, "I understand that TV Azteca Noreste doesn't exist; and about Publimax, we have no ownership." Calderon stated that "at present" as he understood it, TV Azteca did not have any ownership interest in the name TV Azteca Noreste. When asked if TV Azteca had ever owned an interest in TV Azteca Noreste, Calderon replied, "As I understand it, and I see that it doesn't exist, I would need to review documents from the past."
Calderon explained that TV Azteca has an agreement with Publimax which limits where Publimax can broadcast TV Azteca's programming to three Mexican states of Nuevo Leon, Coahuila, and Tamaulipas. Calderon stated that Publimax is the only company allowed to broadcast TV Azteca programming in those states and that Publimax pays TV Azteca a fee for the broadcasting rights.
Calderon testified that some of the programs that are broadcasted by Publimax on TV Azteca 7 and 13 "are produced by TV Azteca [and] are the property of TV Azteca. Others, they are bought programs from other companies from different countries." Calderon stated that TV Azteca owned the right to the programs, "Ventaneando," "Ojo del Huracan," and "Vidas al Limite."
Calderon stated that there is no agreement between TV Azteca and Publimax for Publimax to broadcast TV Azteca's programs in the United States of America. Calderon said, "I understand that in order to be able to broadcast in the U.S., you [are] require[d] [to have] a license or a permit from the F — FCC, which is the telecommunications authority in the United States." Calderon said that TV Azteca does not own any towers in the United States and "only has licenses in Mexico." When asked, "The towers that transmit the signal from television, TV Azteca that are located in Mexico, is that signal broadcast into the United States," Calderon replied, "Not that I know of. I'm not a technician, neither I know too much about technology; but there is — it's possible, or I have heard that the signals can be — expanded... without anybody's control." When asked if TV Azteca's signal is transmitted to Texas, Calderon clarified that TV Azteca's signals are transmitted only in Mexico but that it is possible that "due to technical issues" the signal may be transmitted to "other places."
Calderon testified that TV Azteca neither owns nor operates any television stations in the United States of America. When asked if the programs produced by TV Azteca are shown in the United States, Calderon responded, "It's possible." When asked if Publimax broadcasts
Calderon's affidavit stated that "TV Azteca operates television stations in Mexico pursuant to a concession issued by the government of ... Mexico." According to Calderon' affidavit, TV Azteca had never had a license to operate in the United States of America and produces programs only for audiences in Mexico. Calderon stated that "Azteca International Corporation [("AIC")] is a wholly-owned subsidiary of TV Azteca" that is organized under the laws of Delaware with its headquarters in California. Calderon said that AIC is a separate entity from TV Azteca and that TV Azteca has "contributed content licenses to AIC," which "allowed AIC to broadcast certain TV Azteca-owned programs, including `Ventaneando,' and to use certain intellectual property of TV Azteca in the United States." Calderon stated that "AIC uses this license to retransmit certain TV Azteca programming for distribution in the United States and to market itself in the United States. For instance, pursuant to the license, AIC utilizes original content from TV Azteca as `Ventaneando' in order to distribute through its affiliates in the United States, a program known as `Ventaneando America.'"
At his deposition, Calderon stated that to his knowledge, TV Azteca did not have any contracts with Echostar, Dish Network, or Direct TV in Texas. Calderon did not know whether TV Azteca had any contracts with Time Warner Cable in Texas. When asked, "Does TV Azteca provide any programming to the Rio Grande Valley through Time Warner Cable in Texas," Calderon responded, "No. My understanding is that, or what I know, is that TV Azteca, as I said before, gives licenses, other content to Azteca America, or to AIC. And then what AIC does is unknown to me in relation to other — cable companies."
Calderon clarified that "TV Azteca is the owner of [AIC], and Azteca America is a brand, which I believe is owned by [AIC]." When shown a logo of Azteca America, Calderon acknowledged that it used the same logo used by TV Azteca. Calderon affirmed that TV Azteca owns the trademark for the logo in Mexico and "also in other countries." Calderon thought that TV Azteca had registered the trademark for the logo in the United States. Calderon believed that TV Azteca had given AIC a license to use the logo.
The trial court examined excerpts from Chapoy's deposition provided by appellants and excerpts provided by the Trevi Parties.
Chapoy agreed that Ventaneando has "been broadcast continuously by TV Azteca for 16 years" for five days per week. Chapoy affirmed that she had been a producer for Ventaneando in the past. Chapoy testified that Ventaneando, Ojo del Huracan, and Vidas al Limite are broadcast in Mexico on Channel 13. Chapoy did not know whether Ventaneando is also available on Azteca America channels. Chapoy stated that she receives no compensation from Azteca America. When asked, "What is Ventaneando America," Chapoy said, "I don't know" and denied any involvement in that show. However, after the Trevi Parties' attorney showed Chapoy a document marked Exhibit No. 2 for purposes of the deposition, Chapoy acknowledged that she had recently served as the host of the anniversary of Ventaneando on Azteca America.
Exhibit No. 2 is a press release from Azteca America dated May 10, 2011, entitled "Azteca America Celebrates 15 Years of the Best Entertainment News Program on Spanish-Language Television: Ventaneando." The document states that "[t]hroughout the month of May, Azteca America will celebrate the 15-year anniversary of the best Spanish-language entertainment news program and a pioneer of the genre — Ventaneando America hosted by Pati Chapoy with her incomparable team of experts: Daniel Bisogno, Pedro Sola, Atala Sarmiento, and Jimena Perez. The press release states:
In fine print the document stated the following:
The Trevi Parties' attorney asked Chapoy whether the press release indicated that she had hosted the program Ventaneando America. Chapoy agreed that the press release says she hosted Ventaneando America, and Chapoy stated, "When they ask me to do a special type of — act as an advisor for something specially, I do it." The attorney asked, "Right. So, what is Ventaneando America," and Chapoy said, "A promotion made by Asesores." The Trevi Parties' attorney stated, "And when I asked you earlier, what is Ventaneando America, and you said you don't know; the truth is you do know," and Chapoy replied, "The truth is that I do a lot of promotions. I have been doing promotions for 16 years, and I don't remember specifically any of them." Chapoy did not know whether the Ventaneando shown on Azteca America is the same or a different program that is shown on TV Azteca in Mexico.
Chapoy acknowledged that she is "well-known" in the United States and stated that she is also "well-known" in Argentina, Brazil, Latin America, "and some other parts of the world." When asked why she thought she had "so much recognition or fame in the United States," Chapoy said, "Because I have been working for many years as a journalist, and I started to work about 40 or more years ago with Raul Velasco. And ever since people know me, I was his assistant. I worked for him for 25 or 30 years." The Trevi Parties' attorney stated that the shows that Chapoy had created and produced and in which she appears "many of those are broadcast in the United States," Chapoy replied, "Okay. I understand — I highly understand that that's the way it is." The Trevi Parties' attorney asked, "And not only in the United States, but Texas in particular?" Chapoy responded, "I — I don't know — I assure you I can — I can assure you that I am not a systems engineering [technician], so I don't [know]...."
Chapoy testified that she did not know that the Trevi Parties lived in McAllen. Chapoy stated that she did not recall ever saying that she had obtained evidence supporting her stories about the Trevi Parties from the United States, Chile, and Mexico. Chapoy denied obtaining any evidence from the United States when researching the story about the Trevi Parties.
Chapoy stated that her husband has a Merrill Lynch account in McAllen, Texas. Chapoy, however, claimed that she had no knowledge of any of the details regarding the account and had never contributed her money to the account. Chapoy stated that it was not a joint account and that her husband had merely "[written her] name there, that's all."
The Trevi Parties' attorney showed Diaz a document marked "Exhibit No. 3" for purposes of his deposition. Exhibit No. 3 is a picture of a map purportedly taken from "Azteca Noreste's" website with graphs and information written in Spanish. The map appears to show areas of Coahuila, Nuevo León, "Sur de Texas," and Tamaulipas. There are two graphs next to the map. In one graph, the above stated regions are listed. Under the title "Sur de Texas," the following Texas cities are listed and then identified on the map with corresponding numbers: Brownsville, Eagle Pass, Edinburg, Harlingen, Laredo, McAllen, Mission, Pharr, Port Isabel, Rio Grande, San Benito, and Zapata. The other graph lists Nuevo Laredo, Tamaulipas, Coahuila, and Sur de Texas with columns labeled, "Personas," "Hogares," "Televidentes," and "TV Hogares." With a final row stating "Total Cobertura." The graph shows that each region is assigned a particular number for each category listed. For example, in the category of "Personas," Nuevo Leon has 4,352,783, Tamaulipas has 2,602,394, Cohuila has 2,077,627 and the "Sur de Texas" has 1,63,814 with the "Total Cobertura" of 10,665,618.
The Trevi Parties' attorney asked Diaz, "[W]e see that there's an area for Coahuila, Nuevo Leon, South Texas, and Tamaulipas, correct," and Diaz responded, "That's correct." The Trevi Parties' attorney said, "And underneath the indication of South Texas, it indicates the cities of Brownsville, Eagle Pass, Edinburg, Harlingen, Laredo, McAllen, Mission, Pharr, Port Isabel, Rio Grande, San Benito and Zapata, correct," Diaz replied, "It's correct." The Trevi Parties' attorney stated, "And there's an indication under South Texas that the television viewers — can you tell me what that number there says," Diaz replied, "1,583,829.
Diaz testified that he "thought" that Publimax had done business in Texas by buying equipment used for broadcasting. Diaz stated that he believed that Publimax had entered into contracts with persons or companies in Texas.
In excerpts from his deposition taken on March 8 and 9, 2012, provided by appellants and the Trevi Parties, Diaz reviewed some of Publimax's "in-house documents."
Diaz reviewed a document he identified as "an invoice from Kevin Ler, for the rent of an apartment" in McAllen in "December of 2006 and January of 2007." Diaz explained Publimax employed Ler from 2006 through 2007 and that Ler rented the apartment in McAllen "[b]ecause at that time there was a project in order to cable the signal for Publimax." Diaz testified that Ler had been assigned to the project by Publimax and was working on a contract with "Warner," a cable company in McAllen.
Diaz stated that "TV Azteca Noreste" is a "commercial name" that is not registered in Mexico. According to Diaz, "Today, [Publimax does not] use TV Azteca. They use ... Azteca Noreste."
Diaz agreed with the Trevi Parties' attorney when she said, "All right. And Exhibit No. 3 shows that there are services of the television signal to Coahuila, Nuevo Leon, South Texas, and Tamaulipas; is that correct?" However, Diaz clarified "that in the southern part of Texas the signal is only an air signal." Diaz agreed that Publimax has a website for "Azteca Noreste" that shows that "there's a signal provided to the southern part of Texas." Diaz claimed it was "just an accident" and said, "It's not controlled by Publimax." When asked, "But Publimax advertises that its air signal reaches the southern part of Texas, correct," Diaz said, "By error, yes." Diaz acknowledged that Exhibit No. 3 showed "the number of persons, homes, and televisions that are reached in the southern part of Texas."
Diaz denied that Publimax had solicited advertisers from Texas, but Diaz acknowledged that Publimax has advertisers from Texas who pay for commercial air time. Diaz acknowledged that Publimax had aired commercials from entities or businesses that are located in Texas from 1994, when it entered its agreement with TV Azteca, to the present. Diaz agreed that pursuant to its contract with TV Azteca, Publimax pays TV Azteca some percentage of the advertising revenues that it receives. However, according to Diaz, the amount of the percentage is confidential.
When asked, "Are the programs Ventaneando, or Ojo de Huacan, and La Vidas al Limite broadcast on the Publimax stations," Diaz replied, "I think, yes." Diaz stated that "Myriam Marlene" was "the representative of the sales agency," Xoana Entertainment. When asked if Marlene ever worked for Publimax, Diaz said, "As an advertising agency." Diaz testified that Publimax and Marlene had entered a "verbal agreement" with "the commercial director at that time.... [b]etween 2006 and 2007." Diaz explained that Marlene "would sell advertising to be broadcasted in Matamoros and Reynosa." When asked if she was selling advertising on behalf of Publimax, Diaz replied, "I think she was selling advertising on behalf of her agency." Diaz agreed that the advertising that Marlene sold was to be shown on Publimax stations in Matamoros, Reynosa, and Monterrey. Diaz thought that Marlene's advertising agency was located in McAllen. Diaz stated that Publimax did not have any agreements presently with advertising agencies in Texas.
Diaz reviewed documents marked as "Exhibit No. 4" for purposes of his deposition.
The Trevi Parties' attorney asked Diaz to identify for the record deposition "Exhibit No. 5."
Diaz acknowledged that Publimax had a bank account in Laredo, Texas from 2003 until 2009. According to Diaz, Publimax had no other bank accounts in Texas or the United States. Diaz acknowledged that Publimax had done business with entities in Texas regarding the purchase of production equipment during the period of 2005 through 2009. Diaz stated that Publimax had been sued in an unrelated case in Hidalgo County, Texas. Diaz testified that the case involved Marlene who "felt that [Publimax] had cut relations with her, had affected her interests." Diaz recalled that the parties had settled out of court.
Diaz stated that Publimax did not have a contract with Echostar, Dish Network, or Direct TV to provide its signal via satellite to Texas. Diaz thought that at some point, Publimax had planned to provide its Mexican programming via satellite to Texas residents. Diaz clarified that "[i]t's a recent [November 2011] agreement" with "Una Vez Mas." According to Diaz, Publimax agreed to "allow" retransmission of its morning newscast "for a certain period of time." The newscasts are televised in Monterrey on "Info 7," and could be viewed in Dallas and Houston, Texas.
When asked if Publimax had ever conducted interviews used in programming in Texas and had ever recorded any footage in Texas, Diaz responded, "Possibly" and "Probably" yes. Diaz then stated that he did not know what Publimax employee knew whether Publimax either conducted interviews in Texas or recorded any footage in Texas.
Gomez testified that he is an attorney residing in McAllen, Texas with Trevi and that he is a Mexican citizen.
Gomez has never practiced law in the United States and had not practiced law in Mexico for the past five years. Gomez stated that he last practiced law in Mexico when he represented Trevi in her criminal case.
When asked if he had viewed any of the alleged defamatory broadcasts, Gomez replied, "Affirmative. In my house in McAllen... Texas in January or February.... This was in the show Ventaneando where we were defamed, and it was in our home in Texas."
When asked if Roberto Olguin, a Mexican lawyer, made allegedly defamatory remarks about him while in Texas, Gomez said that he did not know where Olguin was when he made the remarks. Gomez agreed that all of the remarks allegedly made by Olguin concerned events occurring in Mexico.
The evidence provided to the trial court in this case undisputedly proves that TV Azteca's program, Ventaneando, where the allegedly defamatory statements were made, was viewed by Texas residents. In fact, a map from the Azteca Noreste website shows its viewers live in Northern Mexico and South Texas. The map further shows that in South Texas there were 1,583,829 viewers in 2012. Diaz testified that Publimax has used the name "TV Azteca Noreste" and that the name belongs to TV Azteca. From this evidence, we conclude that the trial court could have reasonably found that TV Azteca and Publimax have advertised on the internet that they have viewers in South Texas. Furthermore, the trial court did not err in accepting as true TV Azteca and Publimax's own advertisement concerning its Texas viewers. Diaz acknowledged that the coverage area for Publimax's television broadcast signal in 2009 was the same coverage area as shown on the map he reviewed during his deposition. Chapoy testified that Ventaneando is shown five days per week. And, Trevi and Gomez both testified that they each saw the program with the allegedly defamatory remarks on their television sets in Texas.
In Keeton, the publisher of Hustler Magazine sold "some 10 to 15,000 copies" of its magazine in New Hampshire each month. 465 U.S. at 772, 104 S.Ct. 1473. The United States Supreme Court held that Hustler Magazine, Inc.'s "regular circulation of magazines in the forum State was sufficient to support an assertion of jurisdiction in a libel action based on the content of the magazine." Id. at 773, 104 S.Ct. 1473. Here, the trial court had evidence that programs broadcast by TV Azteca and Publimax is seen in Texas potentially by over one million viewers and that these programs form the basis of the Trevi Parties' defamation suit. We conclude that broadcasting programs to residents of Texas supports an assertion of jurisdiction in this case.
Calderon testified that TV Azteca has attempted to enter the broadcast industry in Texas and owns a subsidiary knows as Azteca America. Both TV Azteca and Azteca America use the same logo, and TV Azteca owns the trademark for the logo in Mexico. Evidence was presented that Azteca America has a show entitled Ventaneando America and that Chapoy hosted that program for Azteca America when it celebrated the fifteenth anniversary of Ventaneando.
A press release from Azteca America regarding Chapoy's appearance states that Azteca America targets Spanish speaking families in the United States, operates in sixty-six markets nationwide, and can be seen on "DIRECTTV" and "DISH Network." The press release sets out that "Azteca America has access to the best programming from Azteca's three national networks, including a library with over 200,000 hours of original programming and news from local bureaus in 32 Mexican states." The press release further states that Ventaneando America had been broadcast on Azteca America for nearly seven years and had been broadcast in Mexico for fifteen years. In fact, Chapoy, who claimed to only host the Ventaneando shown in Mexico, remarked in the press release, "We work very hard to find the sort of information that isn't readily made available in a press conference or in interviews. We investigate what is happening everywhere from every angle and that is an enormous challenge." Chapoy makes no distinction between Ventaneando America and Ventaneando. In the press release, Alberto Santini Lara, the vice president of production, programming and marketing for Azteca America and the general director of Azteca 13, is quoted as stating that Ventaneando is "one of the most successful and influential programs" in the United States and Mexico.
Calderon testified that TV Azteca gave AIC, an American corporation, a content license allowing AIC to broadcast Ventaneando in the United States. Calderon stated that AIC uses its content license given to it by TV Azteca to market itself in the United States. From this evidence, and the evidence that TV Azteca and Publimax advertised South Texas as one of its viewership markets, the trial court could have reasonably found that TV Azteca and Publimax intended for Texas viewers to
In its 2005 Annual Report, TV Azteca stated:
Also, in March, 2000, TV Azteca executed a "programming contract with EchoStar" to deliver a satellite feed of Azteca 13 programming to EchoStar. TV Azteca made more than two million dollars from the deal in 2003, 2004, and 2005.
Taken together, we conclude that the above-mentioned evidence supports a finding that Ventaneando is targeted to Spanish speaking viewers in the United States. This evidence, when combined with the undisputed evidence that TV Azteca can been viewed by South Texas residents, establishes that TV Azteca and Publimax have purposefully directed their programs, including Ventaneando, to Texas.
TV Azteca and Publimax's regular broadcasts of its programs to potentially thousands of Texas viewers cannot be characterized as random, isolated, or fortuitous. See Keeton, 465 U.S. at 774, 104 S.Ct. 1473. Appellants claim that this so-called "spillover" into Texas is merely fortuitous. However, as explained, the evidence presented belies their argument. Therefore, we conclude that Publimax's and TV Azteca's purposeful broadcasts of its programs in Texas satisfy the minimum contacts required by the due process clause.
In Keeton, the United States Supreme Court stated that Hustler Magazine, Inc. "chose to enter the New Hampshire market"; thus, Hustler Magazine, Inc. could have been "charged with knowledge of [New Hampshire's] laws and would have claimed the benefit of them if it had a complaint against a subscriber, distributer, or other commercial partner." Id. at 779, 104 S.Ct. 1473. Here, there is evidence that TV Azteca and Publimax chose to enter the Texas market by broadcasting to Texas and according to Diaz, Publimax has
Appellants argue that under Calder, the defamatory statements must have had some connection with Texas. See Calder, 465 U.S. at 788-89, 104 S.Ct. 1482. However, in Keeton, the plaintiff was not from New Hampshire, and the Supreme Court did not find the actual statements made about the plaintiff in the magazine, which arguably had no connection to New Hampshire, relevant to its jurisdictional analysis. See Keeton, 465 U.S. at 772, 104 S.Ct. 1473 (stating that the plaintiff was a New York resident and that her only connection with New Hampshire was "the circulation there of copies of a magazine that she assist[ed] in producing"). In fact, the sole reason the plaintiff in Keeton sued in New Hampshire was due to New Hampshire's six-year statute of limitations.
Moreover, the United States Supreme Court in Calder merely considered the contents of the alleged defamation in order to link the defendants to the forum. Calder, 465 U.S. at 790, 104 S.Ct. 1482 (explaining that the defendants' "intentional, and allegedly tortious, actions were expressly aimed at California" and the defendants' each knew that the article "would have a potentially devastating impact upon respondent [the plaintiff]" in California). The Calder Court did not establish per se that the defamatory statements if made in or directed at the forum must concern activities of the defamed person in that state.
We agree with appellants that the focal point of our analysis should not be on where the plaintiffs felt the harm caused by the defamation if the defendants have not directed the publication or broadcast at the forum. However, we have concluded that appellants in this case purposefully directed their programs wherein the allegedly defamatory statements occurred to Texas residents. Thus, we have not considered the Trevi Parties' injury or residence in our analysis because it is not relevant.
We also conclude that our decision in this case is consistent with Clemens v. McNamee, 615 F.3d 374, 380 (5th Cir.2010) because we have concluded that appellants' allegedly defamatory actions were purposefully directed to Texas. In Clemens, the Fifth Circuit Court of Appeals, applying Calder, stated that the emphasis in a libel cause of action when the defamatory statements are not made in or directed at Texas is on whether Texas was the focal point of the story. Id. Again, in Clemens, the issue did not concern the publishers of a magazine or the broadcasters of a television program or channel purposefully directing its broadcasts to Texas. Instead, the defendant was an individual who made statements about Roger Clemens in New York and Canada. Id. at 377. Thus, the court applying Calder held that the defendant's statements were not "aimed at or directed to Texas, and were not made in Texas." Id. In this case, appellants produced and broadcast a program containing
Once the Trevi Parties pleaded sufficient allegations bringing Chapoy within the provisions of the Texas long-arm statute, the burden shifted to her. See BMC Software, 83 S.W.3d at 793. Here, appellants have not contended on appeal that the Trevi Parties failed to plead sufficient allegations to bring them under the Texas long-arm statute. Therefore, the burden was on Chapoy to negate all bases of personal jurisdiction alleged by the Trevi Parties. See Moki Mac River Expeditions, 221 S.W.3d at 574; BMC Software, 83 S.W.3d at 793; El Puerto de Liverpool, S.A. de C.V., 82 S.W.3d at 628. Thus, Chapoy had the burden of establishing that jurisdiction is inappropriate under the minimum contact analysis.
The Trevi Parties' alleged in their live pleading that Chapoy purposefully directed her allegedly tortious activities to residents of the State of Texas and that the causes of action asserted by them arose from and/or were connected with Chapoy's purposeful acts. As stated above, the evidence shows that TV Azteca and Publimax purposefully directed broadcasts of their programs to Texas — Ventaneando wherein the allegedly defamatory statements were made. The Trevi Parties alleged that Chapoy produced a television program where she made and reported defamatory statements that were directed at residents of Texas.
When given the opportunity at her deposition to provide evidence negating the Trevi Parties' allegations, Chapoy claimed ignorance. Chapoy claimed that although a press release indicated that she had hosted a program celebrating the fifteenth anniversary of Ventaneando and the seventh anniversary of Ventaneando America, she did not know when she hosted Ventaneando America and she did not know that she was participating in a television program that is aired in the United States on Azteca America. And, when confronted with the press release explaining that she had hosted the show to celebrate her show's anniversary, she claimed that she just does what she is told to do and that she does not remember the specifics of the "promotions" she does. Chapoy also claimed that she was not aware of whether Ventaneando America is the same program as Ventaneando. Moreover, as stated above, the evidence shows that the two programs are similar if not the same.
We disagree with appellants' argument that under Calder and Clemens, Texas courts do not have jurisdiction over Chapoy. The Clemens court reasoned that the non-resident defendant's statements were not adequately directed at Texas and were not made in Texas. The court explained that it found the reasoning in Revell v. Lidov, 317 F.3d 467, 469 (5th Cir.2002) instructive and quoted Revell's holding that the defendant's statements were "not directed at Texas readers as distinguished from readers in other states. [And that] Texas was not the focal point of the article or the harm suffered." Clemens, 615 F.3d at 379. The Clemens court stated that the question before it was whether the defendant who allegedly defamed Clemens "aimed or directed" his statements to Texas. Id. The court found that the defendant did not make the statements in Texas and the defendant did not direct his statements to Texas residents.
However, in this case, the program and statements were directed to Texas residents
Based on the evidence presented, the trial court could have reasonably found that Chapoy knew that her program would be viewed on TV Azteca by Texas residents. We conclude that the evidence supports a finding that Chapoy directed the statements she made on Ventaneando to residents of Texas. Therefore, Chapoy has not met her burden to overcome the strong presumption that Texas courts have jurisdiction over her in this case. See Moki Mac River Expeditions, 221 S.W.3d at 574; BMC Software, 83 S.W.3d at 793; El Puerto de Liverpool, S.A. de C.V., 82 S.W.3d at 628.
We also conclude that jurisdiction over appellants in Texas would not offend traditional notions of fair play and substantial justice because "[t]here is not unfairness in calling [them] to answer for the contents of their programming and broadcasts wherever a substantial number of viewers are able to access it. Keeton, 465 U.S. at 781, 104 S.Ct. 1473. Finally, the Texas long-arm statute allows jurisdiction over non-resident defendants who commit a tort in Texas. TEX. CIV. PRAC. & REM.CODE ANN. § 17.042. Here, the Trevi Parties have alleged that appellants committed several torts in Texas when they broadcast the allegedly defamatory statements. Because the Texas long-arm statute reaches as far as the Constitution allows, and we have concluded that appellant purposefully directed their broadcasts at Texas, we conclude that, as set out in Keeton, all the requisites for personal jurisdiction in Texas are present. See id. at 774-75, 104 S.Ct. 1473. We overrule appellants' first and second issues contending that the trial court reversibly erred by denying their special appearances and finding that it had specific jurisdiction over appellants.
By their fifth issue, appellants complain about the trial court's overruling their objections to evidence presented by the Trevi Parties in response to appellants' special appearance. We did not consider much of the complained-of evidence for purposes of our analysis. Thus, we will only address the relevant objections to the evidence we have considered in our analysis.
Appellants' challenge the trial court's consideration of Sunday's deposition testimony regarding Publimax's and TV Azteca's sale of advertising space to Texas businesses. However, Diaz also testified that Publimax has advertisers from Texas who pay for commercial air time and that Publimax has sold advertising space to Texas businesses since 1994 when it entered into the contract with TV Azteca. Therefore, we need not consider Sunday's testimony for purposes of this appeal. Accordingly, we need not address appellants' contention that the trial court improperly considered Sunday's deposition testimony as it is not dispositive. See TEX.R.APP. P. 47.1.
Appellants also challenge the trial court's consideration of Diaz Deposition Exhibit No 3. Appellants, citing PHC-Minden, L.P. v. Kimberly-Clark Corp., 235 S.W.3d 163, 169-70 (Tex.2007), argue that the trial court should have granted their objection to Diaz Deposition Exhibit No. 3 on the basis that the map was dated 2012, which occurred after the lawsuit had been filed. In PHC-Minden, the Texas Supreme Court analyzed whether Texas had general jurisdiction over the non-resident defendant. Id. at 171. In its analysis, the court stated that general jurisdiction has a "more demanding minimum contacts analysis" and described general jurisdiction as a "dispute-blind" analysis in contrast to specific jurisdiction which focuses on whether the dispute is "arising out of or related to the defendant's contacts with the forum." Id. at 166. The court then determined that when a court reviews evidence regarding general jurisdiction, "the relevant period ends at the time suit is filed." Id. at 169. Thus,
However, as stated above, the PHC-Minden court based its holding on whether Texas had general jurisdiction over the non-resident defendant. The court did not address cases where specific jurisdiction is at issue. In fact, the PHC-Minden court stated its reasoning as follows: "[G]eneral jurisdiction is dispute-blind; accordingly, and in contrast to specific jurisdiction, the incident made the basis of the suit should not be the focus in assessing continuous and systematic contacts — contacts on which jurisdiction over any claim may be based." Id. at 170. The court made no finding regarding specific jurisdiction. See generally id.
Here, the trial court found that Texas has specific jurisdiction over appellants, and we have affirmed the denial of appellants' special appearance on that basis. Appellants have not cited any authority supporting a basis for the trial court to have sustained their objection to Diaz Deposition Exhibit No. 3 for purposes of analyzing whether Texas has specific jurisdiction over them. See TEX.R.App. P. 38.1(i). Therefore, we conclude that the trial court did not abuse its discretion in overruling appellants' objection.
We affirm.
Sunday explained that Miriam Morales represented Publimax and TV Azteca during the time that they were offering to sell her ad space. Sunday testified that she referred to the people, such as Morales, as employees of Publimax and TV Azteca because in her industry that is how she refers to "the person [that she] does business with to place an order to get [her] customers on the air." However, Sunday had no personal knowledge of how such people were paid or if they were considered employees under Mexican law.
According to Sunday, TV Azteca had a business office and a small production studio in McAllen. Sunday stated that she visited the studio and that it was located on "a little side industrial street off of Jackson Road." Sunday did not know whether this "studio/business" office still existed.