While Microsoft (NASDAQ: MSFT ) may have come from a position of relative obscurity in the smartphone arena, recent reports show that its Windows Phones are starting to get traction. The big percentage increases in the company's share of U.S. smartphone sales, driven mostly by sales of the Nokia (NYSE: NOK ) Lumia, are not a sign that Google (NASDAQ: GOOGL ) or Apple (NASDAQ: AAPL ) need to get worried, but they are significant. As Microsoft battles BlackBerry (NASDAQ: BBRY ) to be the No. 3 operating system, sales are critical.
In the video below, Fool.com contributor Doug Ehrman discusses the numbers, what they mean and what they don't, and how they position the company for the rest of 2013.
The Motley Fool's chief investment officer has selected his No. 1 stock for the next year. Find out which stock it is in the brand-new free report: "The Motley Fool's Top Stock for 2013." Just click here to access the report and find out the name of this under-the-radar company.