Dana L. Christensen, Chief Judge.
Before the Court are the parties' cross-motions for summary judgment (Docs. 31 & 37) and Plaintiff Erika Peterman's motion to compel (Doc. 54). The Court grants the motion for summary judgment of Defendant Republican National Committee ("RNC"), denies Peterman's partial motion for summary judgment on the merits, and denies Peterman's motion to compel as moot.
In the spring of 2017, Peterman contracted with the Montana Democratic Party ("MDP") to take photographs on March 18, 2017 at the Mansfield-Metcalf Dinner, an annual Democratic fundraising event. (Doc. 28 at 4.) For a $ 500 fee, Peterman photographed the event. (Doc. 28 at 4.) Several of the photos feature Rob Quist, a singer-songwriter and then-Democratic candidate for Montana's lone seat in the House of Representatives. (Doc. 33-2.) One of the photos (referred to as the "Work") shows Quist neck-up from behind, his cowboy hat slightly illuminated, with three stage lights in the distance. (Doc. 1-1.)
Peterman edited the photos and shared them with the MDP on March 21, 2017. (Doc. 28 at 5.) Peterman retained ownership of the pictures, granting unrestricted royalty-free licenses to the MDP and the Quist Campaign for no additional fee. (Doc. 28 at 6.) As licensees, both the MDP and the Quist Campaign posted the Work to Facebook without including any photographer attribution or copyright information. The MDP posted the Work without a caption and as part of a series of images
On May 9, 2017, Peterman learned that an independent expenditure unit of the RNC had issued mailers appropriating the Work and criticizing Quist to bolster the campaign of his Republican opponent, Congressman Greg Gianforte. The vendor that prepared the mailer on the RNC's behalf had downloaded the photo as a high-resolution image directly from the Quist Campaign's Facebook page. (Doc. 33-5.) No copyright information or photographer credit was included on the Facebook post, and the parties agree that it would have been reasonable for the RNC to assume that the Quist Campaign owned the Work. (Doc. 40 at 7-8.)
The mailer includes three images of Quist, all of which the RNC's vendor found on the Quist Campaign's Facebook page.
On May 12, 2017, Peterman registered the Work with the Copyright Office. (Doc. 28 at 6.) She filed her Complaint on May 16, 2017, alleging copyright infringement and intentional interference with economic advantage. (Doc. 1.) On March 19, 2018, this Court granted in part and denied in part the RNC's motion to dismiss, dismissing Peterman's claim for intentional interference with economic advantage and allowing the copyright infringement claim to proceed. (Doc. 19.)
Where, as here, "parties submit cross-motions for summary judgment, each motion must be considered on its own merits." Fair Hous. Council of Riverside Cty., Inc. v. Riverside Two, 249 F.3d 1132, 1136 (9th Cir. 2001) (citation, quotation marks, and alteration omitted). Summary judgment is appropriate "if the movant shows that there is no genuine dispute as to any material fact and the movant is entitled to judgment as a matter of law." Fed. R. Civ. P. 56(a). The moving party bears the initial burden of proving the absence of a genuine dispute of material fact. Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 256, 106 S.Ct. 2505, 91 L.Ed.2d 202 (1986). If that burden is met, the non-moving party
"Fair use is a mixed question of law and fact," Harper & Row Publishers, Inc. v. Nation Enters., 471 U.S. 539, 560, 105 S.Ct. 2218, 85 L.Ed.2d 588 (1985). However, "[i]f there are no genuine issues of material fact, or if, even after resolving all issues in favor of the opposing party, a reasonable trier of fact can reach only one conclusion, a court may conclude as a matter of law whether the challenged use qualifies as a fair use of the copyrighted work." Hustler Magazine, Inc. v. Moral Majority, Inc., 796 F.2d 1148, 1151 (9th Cir. 1986).
The parties do not dispute that Peterman owns the Work and that the RNC reproduced and distributed the Work, establishing Peterman's prima facie case of copyright infringement. See Mattel Inc. v. Walking Mountain Prods., 353 F.3d 792, 799 (9th Cir. 2003). The RNC argues that it is nonetheless entitled to summary judgment because the evidence establishes the affirmative defense of fair use. In the alternative, the RNC seeks partial summary judgment on the issues of willfulness and the measure of damages, contending that Peterman cannot recover more than a single award of statutory damages. Peterman does not address the statutory damages issue, ostensibly conceding that she is not entitled to an award of statutory damages for each individual mailer. Instead, she argues that she is entitled to partial summary judgment as to fair use and that the issue of willfulness should proceed to trial.
The Court agrees with the parties that there is no genuine dispute of material fact bearing on the fair use inquiry. Because it finds that the relevant factors weigh in favor of fair use, it grants the RNC's motion for summary judgment and does not reach the remainder of the issues.
"[T]he fair use of a copyrighted work, including such use by reproduction ... for purposes such as criticism[ ] [or] comment... is not an infringement of copyright." 17 U.S.C. § 107. By statute, courts must consider four factors in determining whether a use is "fair":
17 U.S.C. § 107.
Fair use "permits the use of copyrighted works without the copyright owner's consent under certain situations," serving the goal of stimulating ingenuity and promoting the free exchange of ideas without sacrificing creators' rights to their work product. Perfect 10, Inc. v. Amazon.com, Inc., 508 F.3d 1146, 1163 (9th Cir. 2007). The four statutory factors are "not to be simplified with bright-line rules, for the statute, like the doctrine it recognizes, calls for case-by-case analysis." Campbell v. Acuff-Rose Music, Inc., 510 U.S. 569, 577, 114 S.Ct. 1164, 127 L.Ed.2d 500 (1994) (citations omitted).
The first factor is "the purpose and character of the use, including whether such use is of a commercial nature or is for
Transformation, "a judicially-created consideration that does not appear in the text of the statute," Monge, 688 F.3d at 1173, has been described as "the most important component of the inquiry into the purpose and character of the use," L.A. News Serv. v. CBS Broad., Inc., 305 F.3d 924, 938 (9th Cir. 2002) (citation omitted), as amended, 313 F.3d 1093 (9th Cir. 2002). "[T]he more transformative the new work, the less will be the significance of other factors, like commercialism, that may weigh against a finding of fair use." Campbell, 510 U.S. at 579, 114 S.Ct. 1164.
A work is transformative when it does not "merely supersede the objects of the original creation" but "adds something new, with a further purpose or different character, altering the first with new expression, meaning, or message." Id. at 579, 114 S.Ct. 1164 (internal quotation marks, alteration, and citation omitted). The question is whether the appropriation of the original leads to a "new creation," either through changes to the work itself or through placement of the work in "a different context." Wall Data Inc. v. L.A. Cty. Sheriff's Dep't, 447 F.3d 769, 778 (9th Cir. 2006). Even an exact copy of a work may be transformative if "the copy serves a different function than the original work." Perfect 10, 508 F.3d at 1165 (use of thumbnail images in search engine).
The RNC argues that its use is transformative both because it altered the original and because, in the context of the mailer, the nature of the Work changed. The RNC made two minimal alterations to the Work,
More significantly, the RNC added a treble clef and text critical of Quist to the bottom-left corner of the image, repeating a visual theme used throughout the mailer. On its own, this alteration would not be enough to render the use transformative.
The Court now has the mailer before it, and the RNC's context-based argument requires further examination. The mailer uses Quist's musicianship to criticize his candidacy, subverting the purpose and function of the Work. With the addition of the treble clefs and text throughout, the mailer attempts to create an association between Quist's musical background and liberal political views. In the context of the mailer, the image from the Mansfield-Metcalf Dinner is tied to the images of Quist on the front and interior panels; Quist even appears to be wearing the same clothes throughout, suggesting that Quist is giving a single musical performance. On the front panel, a serious-looking Quist holds his guitar. In the center of the mailer, he and Pelosi are playing side by side. On the back panel, Quist is isolated on stage, lights shining down, conveying a sense of stark emptiness and suggesting that there is no connection between the musician and the unseen audience. In this context, the image takes on a new meaning.
In light of the mailer's clearly critical messaging, the Court finds that the RNC's use "alter[ed] [ ] the expressive content or message of the original work." Seltzer v. Green Day, Inc., 725 F.3d 1170, 1177 (9th Cir. 2013). Although the RNC "ma[de] few physical changes" to the Work, "new expressive content or message is apparent," satisfying the transformation inquiry. Id.
The question is not, as both parties suggest to some degree, what Peterman and the RNC subjectively intended to convey through Peterman's creation and the RNC's use of the image. Peterman argues at length that her intent was not to advance Quist's candidacy but only, in her words, "to highlight [Quist's] duality as a political candidate and performing artist." (Doc. 38 at 16.) She claims that the RNC shared Peterman's intent because it, too, wanted to associate Quist's musicianship with his candidacy. Although the Court is skeptical of Peterman's asserted indifference to whether her photo (licensed royalty-free to the Quist campaign) depicted Quist positively, there is, perhaps, a factual dispute as to whether Peterman was motivated by her political beliefs.
However, that factual dispute is not material and does not affect the analysis under the first factor, which focuses on the "purpose and character of the use," not the creator's purpose in creating the original work. 17 U.S.C. § 107(1) (emphasis added.) Further, a "difference in purpose is not quite the same thing as transformation...." Monge, 688 F.3d at 1176 (quoting Infinity Broad. Corp. v. Kirkwood, 150 F.3d 104, 108 (2d Cir. 1998)). A new purpose "by itself, does not necessarily create new aesthetics or a new work that alter[s] the first [work] with new expression, meaning or message." Id. (alteration in original) (internal quotation marks and citation omitted). Regardless of the parties' intent, the Court finds that the placement of the image in the mailer changed the function and meaning of the Work by connoting a critical message not inherent to the Work itself.
Peterman argues that, as a matter of law, transformation cannot be found under Monge v. Maya Magazines, Inc., a "telenovela" of a case "pit[ting] music celebrities, who make money by promoting themselves, against a gossip magazine, that makes money by publishing celebrity photographs, with a paparazzo, who apparently stole the disputed pictures, stuck in the
Applying the searching, "case-by-case" inquiry demanded under fair use doctrine, the Court cannot agree that Monge controls. Harper & Row, 471 U.S. at 561, 105 S.Ct. 2218. In Monge, Court held that the tabloid's use was "at best minimally transformative," as the magazine neither "transform[ed] the photos into a new work... [nor] incorporate[d] the photos as part of a broader work." Id. at 1177. Here, the RNC's mailer cannot be dismissed as "wholescale copying sprinkled with written commentary." Id. The RNC's use was strictly in furtherance of its criticism of Quist's candidacy.
In spite of the minimal alterations made to the Work itself, viewing the RNC's use of the Work within the broader context of the mailer, the Court determines that the RNC's use was transformative.
By statute, relevant to the first fair use factor is the issue of whether the RNC's "use is of a commercial nature or is for nonprofit educational purposes." 17 U.S.C. § 107(1). Peterman concedes that "[c]ourts have considered campaign advertisements in the fair use context as noncommercial." (Doc. 38 at 20.) Indeed, she cites to no case in which a political advertisement was classified as "commercial" under § 107(1). See, e.g., MasterCard Int'l Inc. v. Nader 2000 Primary Comm., Inc., 2004 WL 434404, at *12 (S.D.N.Y. 2004) (finding advertisement on behalf of Ralph Nader's presidential run to be noncommercial); Am. Family Life Ins. Co. v. Hagan, 266 F.Supp.2d 682, 697 (N.D. Ohio 2002) ("[A politician's] solicitation of contributions [via internet advertisements]... is properly classified not as a commercial transaction at all, but completely noncommercial."); Keep Thomson Governor Comm. v. Citizens for Gallen Comm., 457 F.Supp. 957 (D.N.H. 1978) (finding political ad appropriating snippet of opponent's political ad to be noncommercial).
The mailer was "clearly part of a political campaign message, noncommercial in nature." Keep Thomson Governor Comm., 457 F.Supp. at 961. The distinction between commercial speech and political speech is frequently discussed in First Amendment law, with the latter category of speech receiving the highest level of protection and the former being more susceptible to regulation. Compare Citizens United v. Fed. Election Comm'n, 558 U.S. 310, 340, 130 S.Ct. 876, 175 L.Ed.2d 753 (2010) ("Laws that burden political speech are subject to strict scrutiny ....") (quotation omitted), with Cent. Hudson Gas & Elec. Corp. v. Pub. Serv. Comm'n, 447 U.S. 557, 100 S.Ct. 2343, 65 L.Ed.2d 341 (1980) (announcing intermediate scrutiny test for commercial speech). It makes sense that fair use doctrine respects this distinction, as "copyright's purpose is to promote the creation and publication of free expression." Eldred v. Ashcroft, 537 U.S. 186, 219, 123 S.Ct. 769, 154 L.Ed.2d 683 (2003).
The mailer's noncommercial purpose bolsters the RNC's position as to the first factor of the fair use inquiry. Considering both transformation and commerciality, the Court finds that the first factor weighs in favor of fair use.
The second factor focuses not on the alleged infringer's use but on the "nature of the copyrighted work" itself. 17 U.S.C. § 107(2). "[C]reative works are `closer to the core of intended copyright protection' than informational and functional works ...." Dr. Seuss Enters., L.P. v. Penguin Books USA, Inc., 109 F.3d 1394, 1402 (9th Cir. 1997) (quoting Campbell, 510 U.S. at 586, 114 S.Ct. 1164).
In its Order on the RNC's motion to dismiss, the Court concluded that this factor weighs against fair use. Additional factual development changes the analysis, and the Court now finds the factor inconclusive.
The photograph was published prior to its use in the mailer, which strengthens the RNC's claim to fair use. See Harper & Row, 471 U.S. at 564, 105 S.Ct. 2218 ("[T]he scope of fair use is narrower with respect to unpublished works."). The details of that publication further improve the RNC's position. Not only was the photograph published, but it was posted to both the MDP's and Quist Campaign's public Facebook pages,
However, on the other side of the equation, the Work is at least as creative as it is informative. The RNC contends that Peterman's photos were purely informative,
Considering both the publication of the Work and the creativity reflected in the image, the Court determines that the "nature of the copyrighted work" weighs neither for nor against fair use.
The third factor in the fair use inquiry is the "[t]he amount and substantiality of the portion used in relation to the copyrighted work as a whole." 17 U.S.C. § 107(3). In assessing the amount and substantiality of portion used, courts consider not only "the quantity of the materials used" but also "their quality and importance." Campbell, 510 U.S. at 587, 114 S.Ct. 1164. While "`wholesale copying does not preclude fair use per se,'" copying an entire work `militates against a finding of fair use.'" Worldwide Church of God v. Phila. Church of God, Inc., 227 F.3d 1110, 1118 (9th Cir. 2000) (quoting Hustler Magazine, 796 F.2d at 1155).
If the subsequent user of the work "only copies as much as is necessary for his or her intended use, then this factor will not weigh against him or her." Kelly v. Arriba Soft Corp., 336 F.3d 811, 820-21 (9th Cir. 2003). Thus, the use of an entire image may be reasonable if a more limited use would not serve the defendant's intended purpose. See Perfect 10, 508 F.3d at 1167-68 (finding use of entire image necessary when the defendant used the image in its search engine).
In its Order on the RNC's motion to dismiss, the Court determined that the RNC copied essentially the entirety of the Work. Further factual development does not change the Court's analysis. As discussed under the first factor, the RNC made minimal changes to the image before sending out the mailer. If anything, the RNC's contention—that it could not reasonably appropriate part of the image and retain the meaning it wished to convey—actually strengthens Peterman's position. See Harper & Row, 471 U.S. at 565, 105 S.Ct. 2218 ("[T]he fact that a substantial portion of the infringing work was copied verbatim is evidence of the qualitative value of the copied material, both to the originator and to the plagiarist who seeks to profit from marketing someone else's copyrighted expression."). The Work is not an iconic image associated with the Quist Campaign, and the RNC could have made its point as effectively without incorporating the Work into its mailer.
The third factor weighs against fair use.
The fourth factor is "the effect of the use upon the potential market for or value of the copyrighted work." 17 U.S.C. 107(4). It is "undoubtedly the single most important element of fair use" because it strikes at the heart of the policy served by the Copyright Act. Harper & Row, 471 U.S. at 566-67, 105 S.Ct. 2218. "[A] use that has no demonstrable effect upon the potential market for, or the value of, the copyrighted work need not be prohibited in order to protect the author's incentive to create." Sony Corp. of Am. v. Universal City Studios, Inc., 464 U.S. 417, 450, 104 S.Ct. 774, 78 L.Ed.2d 574 (1984).
Ultimately, the fourth factor asks whether the use serves a "different market function" than the original. Campbell, 510 U.S. at 591, 114 S.Ct. 1164. Courts "consider not only the extent of market harm caused by the particular actions of the alleged infringer, but also whether unrestricted and widespread conduct of the sort engaged in by the defendant would result in a substantially adverse impact on the potential market for the original." Campbell, 510 U.S. at 590, 114 S.Ct. 1164, 127 L.Ed.2d 500 (1994) (internal quotation marks, alteration, and citation omitted).
Here, the undisputed facts demonstrate that the RNC's use did not and will not interfere with Peterman's ability to profit from the original Work. The burden of establishing each factor of the fair use defense falls on the party asserting the defense, presenting a challenge for the defendant, who must demonstrate the nonexistence of a market for the original. See Campbell, 510 U.S. at 590, 114 S.Ct. 1164. That said, "although every commercial use of copyrighted material is presumptively an unfair exploitation of the monopoly privilege that belongs to the owner of the copyright, noncommercial uses are a different matter." Sony Corp., 464 U.S. at 451, 104 S.Ct. 774; see also Hustler Magazine, 796 F.2d at 1156 (finding fourth factor satisfied where "[a]lthough Defendants used the [work] for a commercial purpose in the sense that they profited from copying it, they did not actually sell the copies to willing buyers" but instead to "generate moral outrage ... and thus stimulate monetary support for their political cause").
Peterman received the entirety of her $ 500 fee to photograph the Mansfield-Metcalf Dinner. With Peterman's permission and pursuant to an agreement that Peterman would receive no additional fee for their use of the Work, the Quist Campaign and the MDP made the Work available for download on Facebook without including any photographer attribution or copyright information. It is unclear how the Work could conceivably have any future commercial value to Peterman. The Work has no recognizable value outside of Quist's congressional campaign, and that value has been fully realized by Peterman.
Peterman's own arguments demonstrate the relative strength of the RNC's position on this factor. Peterman argues that "[i]t is possible [she] lost additional revenue from customers who might have licensed her images but did not do so because should could not guarantee the images' exclusivity. In addition, the Montana Democratic Party may not hire [her] in the future to shoot their events because she cannot guarantee her images' exclusivity." (Doc. 38 at 24.) However, the Copyright Act does not exist to protect artists' general reputations. No artist can guarantee exclusivity; every copyrighted work is subject to fair use. 17 U.S.C. § 106 (providing that exclusive rights in copyrighted works are subject to § 107).
Thus, the fourth and most important factor of the fair use inquiry supports a finding of fair use. Weighing the four factors of the test, the Court determines that the undisputed facts establish that the RNC is entitled to judgment as a matter of law. The third factor-the amount and substantiality of the portion used-weighs against fair use. The second factor supports neither party, as the original work was both creative and freely available online. However, the other two factors are determinative. The RNC's use was moderately transformative and wholly noncommercial, and it performed a different market function than did the original.
Because RNC is entitled to summary judgment on its fair use defense, the Court does not reach the issue of willfulness, and it denies as moot Peterman's motion to compel, which is relevant only to that issue.
Accordingly, IT IS ORDERED that Defendant's Motion for Summary Judgment (Doc. 31) is GRANTED, and Plaintiffs Motion for Partial Summary Judgment (Doc. 37) is DENIED. Plaintiffs Motion to Compel (Doc. 54) is DENIED as moot.
IT IS FURTHER ORDERED that the Clerk of Court shall enter judgment of dismissal by separate document and shall close this case.