Bell v. Eagle Mountain Saginaw ( 2022 )


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  • Case: 21-10504     Document: 00516218265         Page: 1    Date Filed: 02/25/2022
    United States Court of Appeals
    for the Fifth Circuit                                United States Court of Appeals
    Fifth Circuit
    FILED
    February 25, 2022
    No. 21-10504
    Lyle W. Cayce
    Clerk
    Doctor Keith Bell,
    Plaintiff—Appellant,
    versus
    Eagle Mountain Saginaw Independent School District,
    Defendant—Appellee.
    Appeal from the United States District Court
    for the Northern District of Texas
    USDC No. 4:20-CV-1157
    Before King, Costa, and Willett, Circuit Judges.
    Gregg Costa, Circuit Judge:
    Just as famous as some great upsets in sports history are the
    motivational speeches that inspired them. Knute Rockne, in a speech
    immortalized in film by a future President, asked his Notre Dame players at
    halftime to “win one for the Gipper.” They did just that, rallying to beat an
    undefeated Army. See Knute Rockne: All American (Warner Bros.
    1940). Herb Brooks convinced a group of American college players that for
    one night they could be “the greatest hockey team in the world.” They were,
    defeating the mighty Soviets in the Miracle on Ice. See Miracle (Walt
    Disney Pictures 2004).
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    Technology now allows inspirational messages to be conveyed not
    only in the locker room but also on social media. The softball team and flag
    corps at a public high school outside Fort Worth used their Twitter accounts
    to post a motivational passage from sports psychologist Keith Bell’s book,
    Winning Isn’t Normal.
    We do not know if the tweets motivated the students to perform at a
    higher level. We do know that the tweets resulted in Bell’s suing the school
    district for copyright infringement. We must decide if the tweets were a fair
    use of the copyright that bars this suit.
    I
    In 1982, Bell published Winning Isn’t Normal, a 72-page book that
    provides strategies for success in athletics. Bell continues to market and sell
    Winning Isn’t Normal through online retailers and his personal website,
    where he also offers merchandise, including t-shirts and posters that display
    the passage that was quoted in the tweets.
    That passage, which Bell calls the WIN Passage, is separately
    copyrighted. Bell offers licenses for its use. The passage reads:
    Winning isn’t normal. That doesn’t mean there’s anything
    wrong with winning. It just isn’t the norm. It is highly unusual.
    Every competition only has one winner. No matter how many
    people are entered, only one person or one team wins each
    event.
    Winning is unusual. And as such, it requires unusual action.
    In order to win, you must do extraordinary things. You can’t
    just be one of the crowd. The crowd doesn’t win. You have to
    be willing to stand out and act differently.
    Your actions need to reflect unusual values and priorities. You
    have to value success more than others do. You have to want
    it more. Now take note! Wanting it more is a decision you
    make and act upon—not some inherent quality or burning
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    inner drive or inspiration! And you have to make that value a
    priority.
    You can’t train like everyone else. You have to train more and
    train better.
    You can’t talk like everyone else. You can’t think like everyone
    else. You can’t be too willing to join the crowd, to do what is
    expected, to act in a socially accepted manner, to do what’s
    “in.” You need to be willing to stand out in the crowd and
    consistently take exceptional action. If you want to win, you
    need to accept the risks and perhaps the loneliness . . .
    BECAUSE WINNING ISN’T NORMAL!
    Bell has another revenue stream. He zealously seeks out and litigates
    unauthorized uses of the WIN Passage. Between 2006 and 2017, Bell filed
    over 25 copyright lawsuits. Most of the defendants were public schools or
    nonprofits, which published the WIN Passage on social media.
    In December 2017, Chisholm Trail High School’s softball team and
    color guard posted the WIN Passage to their Twitter accounts. The posts
    credited Bell as the author but did not include a copyright watermark that
    Bell imprints on his own digital reproductions of the WIN Passage. No one
    at the school sought Bell’s permission before publishing the tweets. Bell
    discovered them through online searches soon after they were posted.
    Yet Bell waited almost a year—until November 2018—to notify the
    school district that two of its social media accounts had infringed his
    copyrights. The district promptly removed both posts, told Bell that the
    mistake was a “teachable moment,” and announced it was implementing a
    training program to avoid similar incidents.
    After settlement negotiations broke down, Bell sued for copyright
    infringement. Recognizing that the suit would turn on whether the tweets
    were fair use, Bell addressed the affirmative defense in his pleadings. The
    complaint devotes a paragraph to each of the four fair-use factors.
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    The school district invoked fair use in moving to dismiss the case for
    failure to state a claim. The district court granted the motion and also
    awarded attorney’s fees to the defendant.
    II
    To survive a Rule 12(b)(6) motion, the plaintiff must plead “enough
    facts to state a claim to relief that is plausible on its face.” Bell Atl. Corp. v.
    Twombly, 
    550 U.S. 544
    , 570 (2007). “A claim has facial plausibility when the
    plaintiff pleads factual content that allows the court to draw the reasonable
    inference that the defendant is liable for the misconduct alleged.” Ashcroft v.
    Iqbal, 
    556 U.S. 662
    , 678 (2009). Determining whether a claim is plausible
    “requires the reviewing court to draw on its judicial experience and common
    sense.” 
    Id. at 679
    .
    The failure-to-state-a-claim inquiry typically focuses on whether the
    plaintiff plausibly alleges the elements of a claim. But Rule 12(b)(6) dismissal
    may also “‘be appropriate based on a successful affirmative defense’
    provided that the affirmative defense ‘appear[s] on the face of the
    complaint.’” Basic Cap. Mgmt. v. Dynex Cap., Inc., 
    976 F.3d 585
    , 588 (5th
    Cir. 2020) (quoting EPCO Carbon Dioxide Prods., Inc. v. JP Morgan Chase
    Bank, NA, 
    467 F.3d 466
    , 470 (5th Cir. 2006)). In this situation, it must be
    apparent from “the plaintiff’s own allegations” that a defense is fatal to the
    claim.     See 5B Charles Alan Wright & Arthur R. Miller, FEDERAL
    PRACTICE AND PROCEDURE § 1357 (3d ed. 2021). In other words, the
    pleadings must “reveal beyond doubt that the plaintiffs can prove no set of
    facts” that would overcome the defense or otherwise entitle them to relief.
    Garrett v. Commonwealth Mortg. Corp., 
    938 F.2d 591
    , 594 (5th Cir. 1991). A
    claim suffering from this kind of facial deficiency warrants dismissal because
    it has “a built-in defense and is essentially self-defeating.” 
    Id.
     (quotation
    omitted). Courts thus grant Rule 12(b)(6) motions when the pleadings
    demonstrate that the plaintiff cannot overcome affirmative defenses such as
    absolute and qualified immunity, statute of limitations, statute of frauds,
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    laches, or res judicata.    See Daniel R. Coquillette et al., 2 Moore’s
    Federal Practice – Civil § 12.34[4][b] (3d ed. 2021); see, e.g., Basic
    Cap. Mgmt., 976 F.3d at 590–93 (granting a motion to dismiss on both
    limitations and preclusion grounds).
    III
    In the copyright realm, fair use is an affirmative defense that can
    support Rule 12(b)(6) dismissal. Marano v. Metro. Museum of Art, 
    472 F. Supp. 3d 76
    , 82 (S.D.N.Y. 2020), aff’d, 844 F. App’x 436 (2d Cir. 2021);
    Brownmark Films, LLC v. Comedy Partners, 
    682 F.3d 687
    , 692 (7th Cir. 2012);
    cf. Hensley Mfg., Inc. v. ProPride, Inc., 
    579 F.3d 603
    , 613 (6th Cir. 2009)
    (dismissing trademark claim on fair-use grounds). Indeed, the leading
    treatise on fair use observes that “[i]ncreasingly, courts have considered fair
    use on a [R]ule 12(b)(6) motion to dismiss for failure to state a claim.”
    William F. Patry, PATRY ON FAIR USE § 7:5 & n.10 (2017) (citing more
    than 25 cases that have evaluated fair use at the Rule 12 stage).
    While the fair use defense is usually teed up at summary judgment, we
    can resolve it on the pleadings if the complaint contains “facts sufficient to
    evaluate each of the statutory factors.” See Harper & Row, Publrs. v. Nation
    Enters., 
    471 U.S. 539
    , 560 (1985). When discovery is needed to flesh out how
    these factors tilt, a ruling at the pleading stage is premature. But as with other
    affirmative defenses, if the complaint sets forth all the ingredients of a
    successful fair-use defense, discovery is unnecessary. See Fisher v. Dees, 
    794 F.2d 432
    , 436 (9th Cir. 1986). And delayed recognition that the plaintiff
    cannot plausibly recover prevents dismissal “at the point of minimum
    expenditure of time and money by the parties and the court.” See Cuvillier
    v. Taylor, 
    503 F.3d 397
    , 401 (5th Cir. 2007) (quoting Twombly, 
    550 U.S. at 558
    ); see also Brownmark, 682 F.3d at 691, 694 (disposing of a copyright claim
    on fair-use grounds prior to financially “[r]uinous discovery”).
    Our question, then, is whether a successful fair-use defense appears
    on the face of Bell’s complaint.
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    The fair-use doctrine balances the “inherent tension” between
    copyright’s interests in protecting author’s works and permitting others to
    reference them in cultural conversation. Campbell v. Acuff-Rose Music, Inc.,
    
    510 U.S. 569
    , 575 (1994). Because the overarching goal of copyright is to
    stimulate intellectual activity for the public good, 
    id.,
     courts have long
    recognized a “limited privilege in those other than the owner of a copyright
    to use the copyrighted material in a reasonable manner without the owner’s
    consent.” Fisher, 
    794 F.2d at 435
    . This privilege applies when “rigid
    application of the copyright statute” would “stifle the very creativity” it is
    meant to foster. Stewart v. Abend, 
    495 U.S. 207
    , 236 (1990) (quotations
    omitted).
    Congress codified the fair-use doctrine in the Copyright Act of 1976
    and listed four factors that courts should consider when applying it:
    (1) the purpose and character of the use, including whether
    such use is of a commercial nature or is for nonprofit
    educational purposes;
    (2) the nature of the copyrighted work;
    (3) the amount and substantiality of the portion used in relation
    to the copyrighted work as a whole; and
    (4) the effect of the use upon the potential market for or value
    of the copyrighted work.
    
    17 U.S.C. § 107
    .
    The four factors are not exclusive. Harper & Row, 
    471 U.S. at 560
    .
    “All are to be explored, and the results weighed together, in light of the
    purposes of copyright.” Campbell, 
    510 U.S. at 578
    . A fair-use defense can
    succeed even if one or more factors favor the claimant. See id.; Compaq
    Comput. Corp. v. Ergonome Inc., 
    387 F.3d 403
    , 409–10 (5th Cir. 2004). Courts
    typically give particular attention to factors one and four (the purpose and
    market effect of the use). See Monge v. Maya Mags., Inc., 
    688 F.3d 1164
    , 1171
    (9th Cir. 2012); Barton Beebe, An Empirical Study of U.S. Copyright Fair Use
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    Opinions, 1978–2005, 
    156 U. Pa. L. Rev. 549
    , 584 (2008) (finding that “the
    outcomes of factors one and four very strongly correlated with the test
    outcome” in a survey of caselaw). But, ultimately, courts have “almost
    complete discretion in determining whether any given factor is present in any
    particular case” and whether the totality favors fair use. See Melville B.
    Nimmer & David Nimmer, 4 Nimmer on Copyright § 13.05(A)(4)
    (Matthew Bender rev. ed. 2021).
    A
    The first factor considers “the purpose and character of the use,
    including whether such use is of a commercial nature or is for nonprofit
    educational purposes.”            
    17 U.S.C. § 107
    (1).           This involves a few
    considerations. The first and most obvious is commerciality—“whether the
    user stands to profit from exploitation of the copyrighted material without
    paying the customary price.” See Harper & Row, 
    471 U.S. at 562
    . The second
    is whether the user acted in good faith. Google LLC v. Oracle Am., Inc., 
    141 S. Ct. 1183
    , 1204 (2021); NXIVM Corp. v. Ross Inst., 
    364 F.3d 471
    , 478 (2d
    Cir. 2004). The third is whether the use is “transformative,” meaning it
    “adds something new” to the copyrighted work. Google, 141 S. Ct. at 1203.
    The school district does not assert that its use was transformative but argues
    the other inquiries tip the first factor in its favor. We agree.
    First, the school’s use was noncommercial.                   Nothing in Bell’s
    complaint indicates that the public school district profited by posting a one-
    page excerpt of Bell’s book on Twitter. Indeed, it is hard to imagine how the
    school could derive a commercial benefit from that use. 1 The tweets’ only
    1
    The school district did not, for example, charge others to access the WIN Passage,
    cf. Elvis Presley Enters. v. Passport Video, 
    349 F.3d 622
    , 628 (9th Cir. 2003), or pawn the
    work off as its own, Triangle Publ’ns, Inc. v. Knight-Ridder Newspapers, Inc., 
    626 F.2d 1171
    ,
    1176 (5th Cir. 1980). Nor did it reproduce a substantial portion of Winning Isn’t Normal to
    save its students the cost of purchasing the book. Cf. Worldwide Church of God v. Phila.
    Church of God, Inc., 
    227 F.3d 1110
    , 1118 (9th Cir. 2010).
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    conceivable motivation was to inspire students to strive for success. Indeed,
    the pleadings show that the school’s Twitter accounts routinely tweeted
    similar motivational messages to students, such as “Color guard!!! . . . . don’t
    stop until you’re PROUD.” In Rule 12 lingo, this means any commercial
    benefit is implausible.
    Bell argues that the tweets could indirectly benefit the school by
    bolstering the “professional reputation” of its athletics programs. Enhanced
    reputation can be a commercial benefit, such as when a scientist falsely
    presents another’s article as her own. See Weissmann v. Freeman, 
    868 F.2d 1313
    , 1324 (2d Cir. 1989). That is because scientists are judged by the quality
    of their research, so a scientist who takes credit for another’s good work
    enhances her professional status and likely her salary down the road. 
    Id.
    (recognizing that “profit is ill-measured in dollars” in academia because
    public recognition is what “influences professional advancement and
    academic tenure”). That rationale does not apply to the tweets of Chisholm
    Trail High’s softball team and color guard. The tweets did not tout the
    successes of those programs or bring tales of their fame and glory to the
    outside world. The tweets attempted to motivate the student members to
    perform at their best, not to motivate donors to contribute to the programs.
    There is no logical theory for how tweeting Bell’s motivational message to
    inspire students would enhance the reputations of these programs, let alone
    how that might lead to some tangible benefit for the school district later on.
    The complaint thus does not plausibly allege that the school district
    profited from its use of Bell’s work. With this first consideration, the district
    takes the lead. See Google, 141 S. Ct. at 1204 (“There is no doubt that a
    finding that copying was not commercial in nature tips the scales in favor of
    fair use.”).
    The school’s good faith adds another point to the scorecard. See
    Nunez v. Caribbean Int’l News Corp., 
    235 F.3d 18
    , 23 (1st Cir. 2000). Good
    faith does not excuse infringement. See 
    id.
     Nevertheless, because “fair use
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    presupposes good faith and fair dealing,” the propriety of the defendant’s
    conduct does factor into “the equitable balance of a fair use determination.”
    Fisher, 
    794 F.2d at 432
     (quoting Harper & Row, 
    105 S. Ct. at 2232
    ). The
    school posted the WIN Passage in quotes and credited Bell as the author. See
    Nunez, 
    235 F.3d at 23
    . Bell discovered the posts soon after but waited nearly
    a year before telling the school he disapproved of them. 2 Once he did, the
    school immediately removed the posts and responded that the incident was
    “a teachable moment” it would be sure not to repeat. We do not see anything
    in the school’s conduct “sufficiently blameworthy” to weigh against fair use.
    See 
    id.
    Bell insists that the first factor still weighs against fair use because the
    school’s use was not transformative.                But “transformative use is not
    absolutely necessary for a finding of fair use.” Campbell, 
    510 U.S. at 579
    . It
    just strengthens the claim to fairness. If expression is not transformative,
    “other factors, like the extent of its commerciality, loom larger” and require
    a stronger showing. 
    Id. at 580
    . As a result, even though the school’s use here
    was not transformative, the first factor weighs for Eagle Mountain because
    its use was in good faith and did not produce a commercial benefit.
    B
    The second statutory factor is “the nature of the copyrighted work.”
    
    17 U.S.C. § 107
    (2). “In general, fair use is more likely to be found in factual
    works than in fictional works.” Abend, 
    495 U.S. at 237
    . To determine the
    nature of the work, we consider whether the work has been appropriated for
    its “expressive elements,” rather than to disseminate “the underlying
    facts.” Harper & Row, 
    471 U.S. at
    563–64. We also consider whether the
    2
    Courts also look at the propriety of the plaintiff’s conduct when assessing good
    faith. See, e.g., Field v. Google Inc., 
    412 F. Supp. 2d 1106
    , 1122 (D. Nev. 2006) (considering
    both defendant’s good faith in promptly removing the infringing content and plaintiff’s bad
    faith in ginning up the litigation); Rubin v. Brooks/Cole Pub. Co., 
    836 F. Supp. 909
    , 918 (D.
    Mass. 1993).
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    work has been published, as the scope of fair use is “narrower with respect
    to unpublished works.” 
    Id.
     There is no dispute that Bell’s work is published.
    The only question, then, is whether the work is factual.
    Winning Isn’t Normal is a nonfiction study of athleticism, “based on
    psychological principles” derived from Bell’s work in the field. Bell admits
    that the book is “factual” in nature. He alleges, however, that the WIN
    Passage is not “purely factual” because it articulates facts in a “motivational
    and expressive” way.
    Construing the pleadings in Bell’s favor as we must, the WIN Passage
    is somewhat creative. The passage largely consists of well-worn truisms:
    “Every competition only has one winner. . . . You can’t just be one of the
    crowd. . . . You have to train more and train better.” Athletes will be familiar
    with them all. Still, Bell is entitled to the inference that the school chose the
    WIN Passage because it combines and condenses these principles in a
    particularly inspiring way. See Harper & Row, 
    471 U.S. at 564
    .
    The second factor goes to Bell. But it is a meager victory. The nature
    of the work is widely considered the least significant fair-use factor. See
    Authors Guild v. Google, Inc., 
    804 F.3d 202
    , 220 (2d Cir. 2015); Dr. Seuss
    Enters., L.P. v. Penguin Books USA, Inc., 
    109 F.3d 1394
    , 1402 (9th Cir. 1997);
    Patry § 7:5. And Bell carries it by a narrow margin.
    C
    The third fair-use factor examines “the amount and substantiality of
    the portion used in relation to the copyrighted work as a whole.” 
    17 U.S.C. § 107
    (3). We consider whether the amount copied is either a quantitatively
    or qualitatively significant part of the original. See Campbell, 
    510 U.S. at
    586–
    87. Even a relatively small amount of copying can weigh against fair use if it
    captures “the heart” of the work. Harper & Row, 
    471 U.S. at 565
    .
    Bell alleges that “the WIN Passage is only one page out of 78 pages in
    Winning Isn’t Normal but is plausibly ‘the heart of the work.’” That may be
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    true. The complaint notes that “Dr. Bell sells merchandise featuring the
    WIN Passage” and readers “find it moving enough to share with others on
    Twitter.” It would be reasonable to infer from these facts that the WIN
    Passage is a key element of Winning Isn’t Normal— maybe even the essence
    of Bell’s book. 3
    If that were all, copying the WIN Passage would be qualitatively
    significant. The pleadings, however, also indicate that the WIN Passage was
    freely accessible before the softball team and flag corps posted it. The WIN
    Passage appears in images that Bell posts online. Indeed, the complaint
    suggests that Bell merely took issue with the post because it “was not the
    generally circulated version.” If an infringing use “enables a viewer to see
    such a work which he had been invited to witness in its entirety free of charge,
    the fact that the entire work is reproduced . . . does not have its ordinary effect
    of militating against a finding of fair use.” Sony Corp. of Am. v. Universal City
    Studios, Inc., 
    464 U.S. 417
    , 449–50 (1984). The school quoted a small excerpt
    from Winning Isn’t Normal, which was already freely available to the public.
    As a result, the third factor is neutral.
    D
    The fourth factor examines “the effect of the use” on the market for
    and value of the copyrighted work. 
    17 U.S.C. § 107
    (4). We consider actual
    market harm but, more broadly, whether widespread use of the work in the
    same infringing fashion “would result in a substantially adverse impact on
    3
    Because the WIN Passage is plausibly the heart of Winning Isn’t Normal, we need
    not consider Bell’s alternative argument that the WIN Passage should be treated as a
    separate work.
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    the potential market” for the original work and any derivatives. 4 Campbell,
    
    510 U.S. at 590
    ; see also Compaq, 
    387 F.3d at 410
    . “This last factor is
    undoubtedly the single most important element of fair use.” Harper & Row,
    
    471 U.S. at 566
    .
    Bell does not allege that he actually lost any revenue due to the
    school’s use of the passage. Instead, his complaint contends that widespread
    use of the WIN Passage on social media could reduce “the incentive to
    purchase Winning Isn’t Normal or related merchandise.”
    We do not see a plausible economic rationale to support Bell’s
    assertion that widespread tweeting of the WIN passage would undermine the
    value of his copyright. See Twombly, 
    550 U.S. at
    566–68 (considering market
    realities in evaluating whether a claim is plausible). The tweets do not
    reproduce such a substantial portion of Winning Isn’t Normal “as to make
    available a significantly competing substitute” for the original work. See
    Author’s Guild, 804 F.3d at 223.               If anything, the properly attributed
    quotation of a short passage from Winning Isn’t Normal might bolster interest
    in the book; it is free advertising. See Narell v. Freeman, 
    872 F.2d 907
    , 914
    (9th Cir. 1989). The same is true for merchandise. An online post is not a
    market substitute for a coffee mug. Viral sharing of the WIN Passage on
    Twitter might enhance the notoriety and appeal of Bell’s work, thereby
    increasing the incentive to purchase products displaying it. The opposite
    inference does not make sense: How would online references to the WIN
    Passage reduce the market for merchandise displaying it?
    4
    The school district asserts that Bell carries the burden on this factor because its
    use was not commercial. Although some courts once interpreted Sony as creating a
    presumption of de minimis harm for nonprofit uses, see e.g., Princeton Univ. Press v. Mich.
    Document Servs., Inc., 
    99 F.3d 1381
    , 1385–86 (6th Cir. 1996), the Supreme Court has since
    clarified that no such presumption exists, see Patry § 6:4 (“[T]he burden of proving the
    defense always remains on the party asserting it.”); Campbell, 
    510 U.S. at
    584–85; Harper
    & Row, 
    471 U.S. at
    566–69.
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    Bell also alleges that the tweets might impact his ability to license
    similar uses of the WIN Passage. But we cannot recognize a “theoretical
    market for licensing the very use at bar.” Swatch Group Mgmt. Servs., Ltd. v.
    Bloomberg L.P., 
    756 F.3d 73
    , 91 (2d Cir. 2014) (quoting 4 NIMMER ON
    COPYRIGHT § 13.05(A)(4)). To weigh any possible effect on licensing, we
    must first find it plausible that there is a “traditional, reasonable, or likely to
    be developed market[]” for licensing the kind of use at issue. See Am.
    Geophysical Union v. Texaco Inc., 
    60 F.3d 913
    , 930 (2d Cir. 1994); see also
    Cambridge Univ. Press v. Patton, 
    769 F.3d 1232
    , 1276 (11th Cir. 2014) (finding
    that the availability of licenses for the plaintiff’s copyrighted work “is not
    determinative” of a potential market for licensing the defendant’s use). Bell
    says he offers licenses for the WIN Passage. Yet despite being embroiled in
    litigation for years, Bell is unable to allege that anyone has ever purchased a
    license before posting the WIN Passage on social media—much less a public
    school district, which has no commercial interest in its online presence. Even
    in his brief, Bell’s only authority that “such a market exists” is his own
    “filing of at least 26 copyright infringement lawsuits” and obtaining
    settlements “from at least 90 different alleged infringers.” Bell’s aggressive
    efforts to litigate, no matter how successful, are not indicative of a
    “traditional” or “reasonable” market for his work. See Hofheinz v. AMC
    Prods., Inc., 
    147 F. Supp. 2d 127
    , 141 (E.D.N.Y. 2001) (explaining alleged
    infringers “are likely to seek a license to avoid entering the murky realm of
    fair use law during the course of litigation”). Absent any plausible allegation
    that public schools would willingly pay to tweet the WIN Passage, Bell’s
    licensing concerns “are purely speculative.” See Narell, 
    872 F.2d at 914
    .
    Bell has failed to plausibly allege a “substantially adverse impact” on
    a legitimate market for his copyrighted work. The fourth factor thus weighs
    in favor of fair use.
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    E
    Time to tally up the scorecard. The first and fourth fair-use factors
    favor the school district, the second narrowly favors Bell, and the third is
    neutral. In both their number and importance, the statutory factors show that
    the school’s tweets were fair use. This conclusion comports with the
    “ultimate test of fair use”: whether copyright law’s goal of promoting
    creativity would be better served by allowing the use than preventing it.
    Castle Rock Ent., Inc. v. Carol Publ’g Grp., Inc., 
    150 F.3d 132
    , 141 (2d Cir.
    1998). The complaint does not suggest that the school’s use had any
    cognizable, adverse impact on Bell. What it does make clear is that the
    softball team and flag corps used Bell’s work in good faith, for no commercial
    gain, and for the laudable purpose of motivating students to succeed. We
    cannot see how the creative arts would be better served by permitting Bell’s
    suit to proceed. Because a successful fair-use defense “appears on the face
    of the complaint,” and Bell can “prove no set of facts” that would overcome
    it, the district court properly dismissed the case. See Garrett, 938 F.3d at 594.
    IV
    Bell also challenges the district court’s award of attorney’s fees. We
    review this ruling only for abuse of discretion. See Hunn v. Dan Wilson
    Homes, Inc., 
    789 F.3d 573
    , 588 (5th Cir. 2015).
    “[A]ttorney’s fees to the prevailing party in a copyright action is the
    rule rather than the exception and should be awarded routinely.” Virgin
    Records Am., Inc. v. Thompson, 
    512 F.3d 724
    , 726 (5th Cir. 2008) (quotation
    omitted). Still, “recovery of attorney’s fees is not automatic.” 
    Id.
     It is a
    matter of the district court’s discretion. Fogerty v. Fantasy, Inc., 
    510 U.S. 517
    ,
    533 (1994). Relevant factors include: “frivolousness, motivation, objective
    unreasonableness (both in the factual and in the legal components of the case)
    and the need in particular circumstances to advance considerations of
    compensation and deterrence.” 
    Id.
     at 539 n.19 (quotation omitted).
    14
    Case: 21-10504        Document: 00516218265               Page: 15       Date Filed: 02/25/2022
    No. 21-10504
    The district court did not abuse its discretion by following the normal
    rule. Bell is not the typical copyright plaintiff seeking “a fair return for [his]
    creative labor.” See Twentieth Cent. Music Corp. v. Aiken, 
    422 U.S. 151
    , 156
    (1975). He has a long history of suing public institutions and nonprofit
    organizations over de minimis uses of his work. 5 Taking these cases into
    account, the district court reasonably concluded that Bell is a serial litigant,
    who makes exorbitant demands for damages in hopes of extracting
    disproportionate settlements. This case is another in the line. The school
    shared a single page of Bell’s work with fewer than 1,000 online followers and
    immediately removed the posts upon request. Bell was unable to identify any
    actual financial injury associated with that use but brought suit anyway.
    Attorney’s fees were thus an appropriate deterrent, both with respect to Bell
    and other copyright holders who might consider a similar business model of
    litigation. See id. at 618.
    ***
    The judgment is AFFIRMED.
    5
    See e.g., Bell v. Worthington City Sch. Dist., 
    2020 WL 2905803
    , at *3 (S.D. Ohio
    June 2, 2020) (tweet by a high-school basketball coach); Bell v. Llano Indep. Sch. Dist., 
    2020 WL 5370591
    , at *1 (W.D. Tex. Feb. 13, 2020) (same); Bell v. Oakland Cmty. Pools Project,
    Inc., 
    2020 WL 4458890
    , at *1 (N.D. Cal. May 4, 2020) (tweet by a non-profit aquatics
    center for disadvantaged youth); Bell v. Granite Sch. Dist., No. 2:19-CV-00209-DBB (D.
    Utah 2019) (reading the WIN Passage at a public school’s sports awards banquet).
    15
    

Document Info

Docket Number: 21-10504

Filed Date: 2/25/2022

Precedential Status: Precedential

Modified Date: 2/26/2022

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