Operating in the future tense

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management talk about a LARGER NEXT STAGE of the company's business as something it is ALREADY OPERATING TOWARD — planning, preparing, scheduling, staffing, producing, or making decisions on the working assumption that this bigger stage is coming — AND is the FIRST STAGE of that same trajectory ALREADY REAL today, with management pointing to concrete current activity (actual orders, customers, shipments, deployments, work, output, or usage happening now) that the larger stage grows directly out of? Answer YES when BOTH halves come through in management's own words as one connected story, in whatever form fits the business: (1) THE PRESENT IS ALREADY PRODUCING. Management points to real, current business activity that exists now — not pipeline, interest, market size, or plans — and treats it as the validated beginning of something bigger: the first deliveries of a program, the initial customers of an offering now buying, a facility or capability now running its first volumes, early orders now being fulfilled, a rollout's first locations now operating, or an existing base of business now visibly building. (2) THE BIGGER NEXT STAGE IS TREATED AS THE WORKING ASSUMPTION, NOT A HOPE. Management speaks about a meaningfully larger continuation of that same activity — higher volumes, broader deployment, the next tranche, fuller utilization, wider rollout, the follow-on phase — in the manner of an operator already executing toward it: describing how the company is preparing, resourcing, scheduling, or sequencing for it; discussing its timing, logistics, or readiness as practical matters; or otherwise conveying that the company is being run today on the assumption that this larger stage arrives. The continuation should be grounded — already committed by counterparties, already scheduled, or strongly evidenced by what current activity is doing — and meaningful relative to the company's current size, so that today's reported results would understate the business if the trajectory simply continues. Answer NO if the forward discussion is general optimism, market opportunity, or strategic ambition without the company visibly operating toward a specific larger stage. NO if the bigger future is described only conditionally — dependent on winning demand, approvals, financing, or decisions not yet made — rather than as the company's working assumption. NO if there is no real current activity for the larger stage to grow out of (the first stage is still pipeline, pilot without results, or pre-launch). NO if the continuation described is just ordinary steady growth or the routine cadence this business always has, with no meaningfully larger stage ahead. NO if management is chiefly explaining delays, defending weakness, or walking back a previously promised ramp. NO if the two halves concern unrelated parts of the business rather than one trajectory. NO if the posture 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.