A recent report from Good Technology showed that in the first quarter of the year, Apple (NASDAQ:AAPL) iOS devices grabbed 75% of enterprise activations relative to only 25% for Google (NASDAQ:GOOGL) Android. While this is good news for Apple, the real story may be the complete lack of a presence by Microsoft (NASDAQ:MSFT). Mr. Softy has historically dominated the enterprise space, but the shift to mobile has not been kind.

In the video below, Fool.com contributor Doug Ehrman discusses the data from this report and what it could mean for Microsoft over the longer term if the company is not able to establish itself in mobile soon.

Fool contributor Doug Ehrman has no position in any stocks mentioned. The Motley Fool recommends Apple and Google. The Motley Fool owns shares of Apple, Google, and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.