Demand arrived first, the company is growing to meet it

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management convey BOTH of the following about the business right now, as one connected present-tense story? (1) NEW DEMAND IS ALREADY SHOWING UP. Management points to demand for what the company sells that has recently arrived or recently stepped up and is REAL TODAY — actual orders, customers, sign-ups, bookings, volumes, usage, patients, projects, or buying activity that began or accelerated in the recent period — described as observed fact rather than as pipeline, market opportunity, forecasts, or hoped-for interest. The demand may take whatever form fits the industry, and it may come from new customers, existing customers taking more, a new product or market catching on, or business recently won that is now converting — what matters is that management describes it as already happening and as more than the company's ordinary, long-standing rhythm. (2) THE COMPANY IS ACTIVELY GROWING ITSELF TO SERVE IT. In response to that arriving demand, management describes the company presently making itself bigger or more capable — in whatever form fits the business, such as adding capacity, production, inventory, locations, or equipment; hiring, training, or expanding teams; extending shifts, output, or service coverage; standing up systems, facilities, or supply; or otherwise scaling its ability to deliver — with these steps described as already underway or already decided and being executed now, not merely planned, hoped for, or under study. It should come through that the demand is running ahead of what the company had built, so the reported results reflect a company still catching up to its own incoming business. Answer YES when both halves are present in management's own words and connected — the arriving demand is the stated reason for the current expansion — whatever specific forms each takes. Answer NO if the demand is only projected, pipeline, or market-size talk with nothing yet arriving. NO if management reports strong demand but describes no current expansion of the company's own capability in response. NO if the expansion is routine maintenance, ordinary annual investment, or a build justified mainly by hoped-for future demand rather than by business already showing up. NO if the demand strength is attributed by management chiefly to a one-time event, catch-up, pull-forward, or temporary condition it expects to fade. NO if the company is chiefly cutting, consolidating, restructuring, or defending weak results. NO if either half 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.