Speed has always been Microsoft's enemy in the mobile market. The company built its brand on hardware and software that iterates every three years or so, and seemed to get caught off guard by the intensity of the post-2009 smartphone world, where - unless you're Apple - you need to have something fresh every quarter. Nokia's latest Lumia sales results just underscore that if Microsoft wants to succeed against Apple and Android on sales, it still has to move faster.
Nokia is in the process of selling its mobile phone business to Microsoft, and at the moment nobody else is making large quantities of Windows Phones. So until we hear about a big-deal Windows Phone from HTC, Samsung, or ZTE, talking about Lumia success and Windows Phone success are pretty much the same thing.