Backlog of demand the company cannot yet serve

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management indicate that the company is currently CONSTRAINED ON THE SUPPLY SIDE rather than on the demand side — that is, that the binding limit on how much business it can do right now is its own ability to produce, staff, deliver, install, or fulfill, and that real, identified demand is sitting unserved, waiting, deferred, or being turned away as a result? Answer YES when management's own framing conveys that orders, customers, patients, projects, applications, or units are waiting in line ahead of the company's capability to serve them — for example describing work waiting to be delivered, wait times or lead times that have lengthened, business they had to decline, defer, or ration, hiring or facilities as the gating factor on growth, or output being sold out or fully allocated — and when management treats this shortfall of capability, not weak demand, as the main thing standing between today's results and a materially larger business. The constraint may take whatever form fits the business (people, plant, parts, licenses, space, installation crews, clinical sites, distribution, etc.). Answer NO if the company's limiting factor is described as winning demand, competition, pricing, or macro softness; NO if any bottleneck is minor, transitory, purely logistical, or already resolved and not presented as holding back the business; NO if management is chiefly discussing underutilized capacity, cost reduction, or right-sizing; NO if the shortfall is only feared for the future rather than being experienced now; and NO if the idea appears only in an analyst's question and management does not affirm it. Use only the supplied transcript. Answer only YES or NO.