From episodic transactions to committed recurring relationships

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management describe that the way the company gets paid by its customers is shifting from one-time, episodic, transactional, or discretionary dealings toward committed, ongoing, recurring relationships — for example, customers moving onto subscriptions, contracts, programs, memberships, replenishment arrangements, usage commitments, or other continuing arrangements that keep paying without needing to be re-won each time? Answer YES when management presents this change in the revenue relationship as something already happening and observable now, as a meaningful change in how the business earns rather than a routine fluctuation, and as applying to a meaningful portion of the business rather than a trivial side experiment. The shift may take whatever form fits the business. Answer NO if the company simply reports strong demand, more customers, or a good quarter in its usual way of transacting; NO if recurring relationships are only hoped for, planned, or piloted rather than visibly underway; NO if the discussion is only about pricing, discounts, or deal timing without changing the ongoing nature of the customer relationship; and NO if the idea appears only in an analyst's question that management does not itself embrace. Use only the supplied transcript. Answer only YES or NO.