Customers paying more for less

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management state that customers are now willingly accepting LESS favorable terms, scope, or service from the company than they previously received — while continuing to buy — because the company's product, capacity, or position has become more valuable or harder to replace? Answer YES only if management, in its own words anywhere on the call (prepared remarks or Q&A), affirmatively describes at least one concrete instance of customers conceding ground on the relationship, such as: customers accepting reduced service levels, longer lead times, or less customization than they used to receive; customers agreeing to minimum purchase commitments, take-or-pay terms, or prepayment where they previously had flexibility; customers accepting narrower product configurations, fewer options, or standardized offerings instead of tailored ones; customers giving up previously held concessions, discounts, or favorable contract clauses; or customers agreeing to share costs, risks, or investments they previously expected the company to bear alone. The statement must describe actual current or recent customer behavior, not merely the company's pricing power, strong demand, or a general statement that the product is valuable. Answer NO if management only reports price increases, strong demand, or a favorable market without describing customers accepting worse terms, scope, or service; NO if the change is driven by the COMPANY unilaterally imposing terms and management frames customer acceptance as reluctant, forced, or still being negotiated; NO if the discussion is about the company's own suppliers accepting worse terms from the company; NO if the concession is described as a one-time accommodation, a temporary shortage response, or a distressed customer's capitulation; and NO if only an analyst characterizes the shift and management does not itself confirm it. Use only the supplied transcri Use only the supplied transcript. Answer only YES or NO.