Already won, not yet counted

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management describe that the company has ALREADY WON OR SECURED a body of future business that has NOT YET shown up in its reported results — and convey that this secured-but-not-yet-recognized business is LARGE relative to the company's current size or current level of results, with its contribution expected to begin arriving over the coming periods? Answer YES when management's own words convey, in whatever form fits the business, ONE coherent situation with both halves present: (1) THE BUSINESS IS ALREADY SECURED, NOT MERELY HOPED FOR. Management points to future work, orders, contracts, awards, programs, bookings, commitments, wins, or agreements that the company has actually landed — decided in the company's favor and committed by the counterparty — but whose revenue or output largely sits AHEAD of the company rather than in the numbers just reported. This can take many forms depending on the industry: awarded contracts or programs not yet in production, a backlog or order book that has recently swelled well beyond what current shipments reflect, design wins or selections whose volume ramps later, signed agreements or committed projects awaiting start, deliveries scheduled for future periods, or newly won customers whose spending has only begun to phase in. (2) MANAGEMENT FRAMES IT AS MATERIAL TO WHAT THE COMPANY WILL BECOME. Management conveys that this secured future business is meaningfully large relative to the company's present scale or present run-rate of results — for example by comparing it to current revenue or activity levels, calling it record or unprecedented for the company, explaining that it underwrites a step-up in future periods, or describing how the company is preparing to deliver on it — so that the results the company just reported understate the business it has already captured. Answer NO if management discusses only strong demand, a healthy pipeline, promising discussions, expected orders, or opportunities it is pursuing — anything not yet actually won or committed. NO if backlog or bookings are mentioned only as a routine reported balance without management conveying that what is secured is large relative to the company's current scale or represents a meaningful step-up ahead. NO if the secured amounts are described as flat, declining, being worked down, or merely normal for this business. NO if the future contribution is described as distant and speculative with no expected conversion into results over the coming periods. NO if the claimed wins are vague ("we are winning in the market") with nothing identifiably secured. NO if the idea appears only in an analyst's question or characterization that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.