Customers accepting worse terms just to stay supplied

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management reveal that customers are voluntarily accepting terms that are clearly WORSE for the customers than before — specifically longer committed contract durations, prepayments or earlier payment, minimum-purchase obligations, reduced or eliminated discounts, or agreeing to absorb costs the company used to bear (freight, surcharges, index pass-throughs) — primarily because they fear losing access to the company's product, allocation, or service, or because they have no practical alternative supplier? Answer YES only if BOTH elements are clearly present in management's own words (including management's direct answers to analysts): (1) A concrete, current shift in commercial terms that transfers value or risk from the company to the customer — for example: customers signing multi-year deals where they used to buy spot or annually; customers now prepaying, funding tooling, or providing deposits; customers accepting price escalators, surcharges, or cost pass-through clauses they previously resisted; customers giving up discounts, rebates, or favorable payment terms. A routine price increase with no change in commitment structure does NOT count by itself. AND (2) Management links the customers' acceptance of these worse terms to scarcity, allocation, security of supply, qualification lock-in, or lack of alternatives — for example: customers signing long deals "to secure capacity," prepaying "to guarantee their place in line," accepting escalators because switching would require re-qualification or there is no second source. If management attributes the terms purely to its own negotiating skill with no indication of customer dependence or scarcity, that does NOT count. Answer NO if: the only evidence is a standard price increase or normal inflation pass-through with no structural change in commitments; the longer contracts or prepayments are offered BY the company as Use only the supplied transcript. Answer only YES or NO.