Counterparties stepping up before the numbers do

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management describe that the counterparties who pay the company — customers, clients, partners, distributors, payers, or program sponsors — are CURRENTLY STEPPING UP their commitment to the company in a way that goes clearly beyond their prior level of business, AND does management convey that the reported results do not yet meaningfully reflect that step-up, because its contribution is only beginning and mostly still ahead? Answer YES when management's own words convey BOTH halves as one coherent, present-tense story, in whatever form fits the business: (1) A REAL ESCALATION BY PAYING COUNTERPARTIES, ALREADY HAPPENING OR ALREADY COMMITTED. Management describes counterparties moving to a distinctly higher level of engagement than they had before — not merely strong demand in the usual pattern. This may take whatever form fits the industry, for example: customers who started small now committing to substantially larger volumes, broader deployments, more sites, or wider scope; a counterparty moving a relationship from an initial phase into a much bigger committed phase; orders, bookings, or committed work arriving at a scale or pace beyond what the company had been receiving; buyers committing earlier, longer, or bigger than this business has been used to; or new business already won whose delivery ramps ahead. What matters is that the escalation is described as actually occurring or actually committed now — real orders, signed expansions, deliveries beginning, ramps underway — grounded in the behavior of identifiable paying counterparties, not in pipeline, interest, market size, or management's own hopes. (2) THE NUMBERS LAG THE ESCALATION, AND MANAGEMENT SAYS SO. Management conveys, directly or plainly in substance, that the results just reported still mostly reflect the business before this step-up — for example, the larger commitments have only begun converting into revenue, the ramp is early with most delivery ahead, or the company is now preparing, hiring, or building to serve committed business that has not yet flowed through the reported period — so today's numbers understate the business the counterparties have already committed to. Answer NO if the call describes only strong demand, growth, or a good quarter in the company's ordinary rhythm, without counterparties visibly moving to a higher level of commitment than before. NO if the step-up is only hoped for, in negotiation, in pipeline, or dependent on decisions, approvals, or financing not yet obtained. NO if the escalation is a single routine order or renewal of normal size for this business. NO if the increased activity is attributed mainly to a temporary spike, catch-up, pull-forward, or one-time event that management expects to fade. NO if the escalated business is already fully reflected in the reported results with nothing meaningful still to convert. NO if management is chiefly explaining delays, cancellations, or problems with a previously described ramp. NO if the idea appears only in an analyst's question or model that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.