Competitor stumble named, demand inbound

Using ONLY the supplied earnings call transcript and no outside information: Does management state that a competitor's specific failure, disruption, or withdrawal (for example a product recall, quality problem, supply failure, bankruptcy, plant shutdown, regulatory action, or exit from a market) is currently causing customers to come to the company, switch to it, or expand business with it? Answer YES only if BOTH parts are present in management's own words: (1) a specific, identifiable adverse event affecting a named or clearly identifiable competitor (not just generic "competitor weakness," "industry consolidation," or "market share gains"), and (2) an explicit statement that this event is driving, or has begun driving, incremental customer interest, orders, wins, or share toward the company now. Answer NO if management only describes general competitive positioning, share gains without a specific competitor event, or a competitor event with no claimed demand benefit to the company; NO if the benefit is described as merely possible, hoped for, or expected in the distant future with no current evidence cited; NO if the affected party is a supplier, partner, or customer rather than a competitor; and NO if only an analyst raises the idea and management does not confirm it. Use only the supplied transcript. Answer only YES or NO.