IP: Trademark by analogy problematic for spendology
A recent Trademark Trial and Appeal Board ruling in PNC v. Ashe rejects the argument that social media presence constitutes trademark use.
January 14, 2014 at 03:00 AM
9 minute read
The original version of this story was published on Law.com
Is a social media presence alone enough to create protectable trademark rights? Not so, says the U.S. Patent and Trademark Office's Trademark Trial and Appeal Board (TTAB).
To prove trademark infringement or to win an opposition, a plaintiff or opposer must prove two things: that it used the infringed mark first, and that the defendant's use of the mark is likely to cause confusion with its own. But proving prior use can be a tenuous argument if the instance of such use is but a social media presence, not manifestly linked to the services of an entity.
The Lanham Act § 2(d) states that a mark cannot be registered if it is confusingly similar to either a registered one or to one previously used in the United States by another and that has not been abandoned. In USPTO oppositions and cancellations, some form of pre-sales activity can constitute trademark use sufficient to establish priority so as to prevent registration of a mark to another who was first to actually sell goods under the mark. Though not strictly trademark use on a product that is sold, this is called a use “analogous to trademark use.”
In previous decisions, the TTAB has explained that key to finding use analogous to trademark use is that any such pre-sales activity must have been of such a nature and extent as to create an association in the mind of the consuming public between the mark and the services to be rendered.
In a potentially far-reaching decision in The PNC Financial Services Group, Inc. v. Keith Alexander Ashe dba Spendology and Spendology LLC (PDF), the TTAB held that the applicant's creation of a social media presence was not enough in and of itself to create trademark rights in determining the priority of a contested mark. The board therefore granted summary judgment to the opposer.
To briefly recapitulate the facts in PNC v. Ashe: both the applicant and the opposer used the identical mark SPENDOLOGY, the former in connection with a financial website and the latter in connection with an online budgeting tool. Via cross-motions for summary judgment, the parties essentially agreed that confusion between the marks was likely. The only issue was which party could prove the earliest trademark rights.
The applicant claimed constructive first use as of Oct. 25, 2011, the filing date of the applicant's federal service mark application. The opposer's evidence established a first use date of Aug. 26, 2010. In response, the applicant attempted to prove an earlier first use date based on alleged “use analogous to trademark use.” To support this argument, the applicant offered as evidence its having joined Twitter and its tweets about its mark, its creation of a Facebook page, and its blogging about its mark.
In its non-precedential ruling in PNC v. Ashe, the TTAB conformed to prior precedent and explained that it may infer the fact of identification of the mark with the party on the basis of indirect evidence regarding the party's use of the word or phrase in advertising brochures, catalogs, newspaper advertisements, articles in newspapers, trade publications and Internet websites that create a public awareness of the designation as a trademark identifying the party as a source.
But in PNC v. Ashe, the TTAB felt that the applicant did not meet this burden. Instead, it held that the acts of joining Twitter and Facebook did not by themselves establish use analogous to trademark use. In addition, the Board felt that the lack of declaration testimony regarding the extent of consumer exposure to the applicant's blog posts, Twitter page, tweets, or Facebook page further supported its denial of trademark rights. Moreover, the Board felt that the fact that the applicant's Twitter page, Facebook page, and blog postings did not refer to the applicant's services further weakened its case.
Ultimately, because the Board was not convinced by the applicant's evidence based on social media use, the Board held that the earliest date upon which the applicant could rely was his filing date of Oct. 25, 2011 — a date that of course post-dated that of the opposer.
With today's emphasis on social media, one might argue that registering a mark with various social media sites, and tweeting, and creating a Facebook page could easily link such mark with the offered services. But might the Board's recent opinion in the Spendology case signal that a heightened level of scrutiny will be applied going forward on evidence of use analogous to trademark use? Perhaps this is as easy to explain in PNC v. Ashe, since the applicant failed to reference its services directly on its various social media sites.
One thing it is safe to assume: If you're relying on use analogous to trademark use, be as explicit as possible in linking your mark to your services, whether in a catalog or showroom — or on Twitter, Facebook and your blog.
Is a social media presence alone enough to create protectable trademark rights? Not so, says the U.S. Patent and Trademark Office's Trademark Trial and Appeal Board (TTAB).
To prove trademark infringement or to win an opposition, a plaintiff or opposer must prove two things: that it used the infringed mark first, and that the defendant's use of the mark is likely to cause confusion with its own. But proving prior use can be a tenuous argument if the instance of such use is but a social media presence, not manifestly linked to the services of an entity.
The Lanham Act § 2(d) states that a mark cannot be registered if it is confusingly similar to either a registered one or to one previously used in the United States by another and that has not been abandoned. In USPTO oppositions and cancellations, some form of pre-sales activity can constitute trademark use sufficient to establish priority so as to prevent registration of a mark to another who was first to actually sell goods under the mark. Though not strictly trademark use on a product that is sold, this is called a use “analogous to trademark use.”
In previous decisions, the TTAB has explained that key to finding use analogous to trademark use is that any such pre-sales activity must have been of such a nature and extent as to create an association in the mind of the consuming public between the mark and the services to be rendered.
In a potentially far-reaching decision in
To briefly recapitulate the facts in PNC v. Ashe: both the applicant and the opposer used the identical mark SPENDOLOGY, the former in connection with a financial website and the latter in connection with an online budgeting tool. Via cross-motions for summary judgment, the parties essentially agreed that confusion between the marks was likely. The only issue was which party could prove the earliest trademark rights.
The applicant claimed constructive first use as of Oct. 25, 2011, the filing date of the applicant's federal service mark application. The opposer's evidence established a first use date of Aug. 26, 2010. In response, the applicant attempted to prove an earlier first use date based on alleged “use analogous to trademark use.” To support this argument, the applicant offered as evidence its having joined Twitter and its tweets about its mark, its creation of a Facebook page, and its blogging about its mark.
In its non-precedential ruling in PNC v. Ashe, the TTAB conformed to prior precedent and explained that it may infer the fact of identification of the mark with the party on the basis of indirect evidence regarding the party's use of the word or phrase in advertising brochures, catalogs, newspaper advertisements, articles in newspapers, trade publications and Internet websites that create a public awareness of the designation as a trademark identifying the party as a source.
But in PNC v. Ashe, the TTAB felt that the applicant did not meet this burden. Instead, it held that the acts of joining Twitter and Facebook did not by themselves establish use analogous to trademark use. In addition, the Board felt that the lack of declaration testimony regarding the extent of consumer exposure to the applicant's blog posts, Twitter page, tweets, or Facebook page further supported its denial of trademark rights. Moreover, the Board felt that the fact that the applicant's Twitter page, Facebook page, and blog postings did not refer to the applicant's services further weakened its case.
Ultimately, because the Board was not convinced by the applicant's evidence based on social media use, the Board held that the earliest date upon which the applicant could rely was his filing date of Oct. 25, 2011 — a date that of course post-dated that of the opposer.
With today's emphasis on social media, one might argue that registering a mark with various social media sites, and tweeting, and creating a Facebook page could easily link such mark with the offered services. But might the Board's recent opinion in the Spendology case signal that a heightened level of scrutiny will be applied going forward on evidence of use analogous to trademark use? Perhaps this is as easy to explain in PNC v. Ashe, since the applicant failed to reference its services directly on its various social media sites.
One thing it is safe to assume: If you're relying on use analogous to trademark use, be as explicit as possible in linking your mark to your services, whether in a catalog or showroom — or on Twitter, Facebook and your blog.
This content has been archived. It is available through our partners, LexisNexis® and Bloomberg Law.
To view this content, please continue to their sites.
Not a Lexis Subscriber?
Subscribe Now
Not a Bloomberg Law Subscriber?
Subscribe Now
NOT FOR REPRINT
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
You Might Like
View AllBest Practices for Adopting and Adapting to AI: Mitigating Risk in Light of Increasing Regulatory and Shareholder Scrutiny
7 minute readFOMO Run Amok? Resolve of Firms Chasing AI Dreams Tested by Sky-High Costs
Trending Stories
- 1Breast Cancer Patient's Negligence Claims Cleared to Proceed Against Recalled BioZorb Marker
- 2Pentagon Settles Suit Seeking to Clear Records of Service Members Discharged for Being LGBTQ
- 3US Tower General Counsel Elevated to President
- 4Another US Law Firm Closes London Office
- 5Judge Largely Blocks Tennessee's Porn Site Age Verification Law as Other States Enforce Theirs
Who Got The Work
Michael G. Bongiorno, Andrew Scott Dulberg and Elizabeth E. Driscoll from Wilmer Cutler Pickering Hale and Dorr have stepped in to represent Symbotic Inc., an A.I.-enabled technology platform that focuses on increasing supply chain efficiency, and other defendants in a pending shareholder derivative lawsuit. The case, filed Oct. 2 in Massachusetts District Court by the Brown Law Firm on behalf of Stephen Austen, accuses certain officers and directors of misleading investors in regard to Symbotic's potential for margin growth by failing to disclose that the company was not equipped to timely deploy its systems or manage expenses through project delays. The case, assigned to U.S. District Judge Nathaniel M. Gorton, is 1:24-cv-12522, Austen v. Cohen et al.
Who Got The Work
Edmund Polubinski and Marie Killmond of Davis Polk & Wardwell have entered appearances for data platform software development company MongoDB and other defendants in a pending shareholder derivative lawsuit. The action, filed Oct. 7 in New York Southern District Court by the Brown Law Firm, accuses the company's directors and/or officers of falsely expressing confidence in the company’s restructuring of its sales incentive plan and downplaying the severity of decreases in its upfront commitments. The case is 1:24-cv-07594, Roy v. Ittycheria et al.
Who Got The Work
Amy O. Bruchs and Kurt F. Ellison of Michael Best & Friedrich have entered appearances for Epic Systems Corp. in a pending employment discrimination lawsuit. The suit was filed Sept. 7 in Wisconsin Western District Court by Levine Eisberner LLC and Siri & Glimstad on behalf of a project manager who claims that he was wrongfully terminated after applying for a religious exemption to the defendant's COVID-19 vaccine mandate. The case, assigned to U.S. Magistrate Judge Anita Marie Boor, is 3:24-cv-00630, Secker, Nathan v. Epic Systems Corporation.
Who Got The Work
David X. Sullivan, Thomas J. Finn and Gregory A. Hall from McCarter & English have entered appearances for Sunrun Installation Services in a pending civil rights lawsuit. The complaint was filed Sept. 4 in Connecticut District Court by attorney Robert M. Berke on behalf of former employee George Edward Steins, who was arrested and charged with employing an unregistered home improvement salesperson. The complaint alleges that had Sunrun informed the Connecticut Department of Consumer Protection that the plaintiff's employment had ended in 2017 and that he no longer held Sunrun's home improvement contractor license, he would not have been hit with charges, which were dismissed in May 2024. The case, assigned to U.S. District Judge Jeffrey A. Meyer, is 3:24-cv-01423, Steins v. Sunrun, Inc. et al.
Who Got The Work
Greenberg Traurig shareholder Joshua L. Raskin has entered an appearance for boohoo.com UK Ltd. in a pending patent infringement lawsuit. The suit, filed Sept. 3 in Texas Eastern District Court by Rozier Hardt McDonough on behalf of Alto Dynamics, asserts five patents related to an online shopping platform. The case, assigned to U.S. District Judge Rodney Gilstrap, is 2:24-cv-00719, Alto Dynamics, LLC v. boohoo.com UK Limited.
Featured Firms
Law Offices of Gary Martin Hays & Associates, P.C.
(470) 294-1674
Law Offices of Mark E. Salomone
(857) 444-6468
Smith & Hassler
(713) 739-1250