Now that Windows 10 is out, focus is turning to Windows 10 Mobile running on Windows Phones, with flagship Lumia models expected in the fall.

Confirming recent rumors, Juniper Research analyst Sam Smith said by email Thursday that the Lumia 950 and Lumia 950XL will ship with Windows 10 natively.

Microsoft didn’t comment on Thursday, but company officials said as early as March at Mobile World Congress that Lumia models running Windows 10 would ship in the fall. The speculation is that a formal announcement will occur in September, with shipments starting in October.

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