First tranche delivered, larger tranches en route

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management describe ONE identifiable engine of new business — such as a specific contract, program, product, facility, customer relationship, market, or expansion — for which BOTH of the following are true in management's own account: (1) A FIRST TRANCHE HAS ACTUALLY LANDED: a real, concrete portion of that engine's business was actually delivered, shipped, completed, opened, billed, or recognized in the just-reported period — described as an accomplished fact with operating substance behind it, not as a plan, pipeline, letter of intent, or hoped-for demand; AND (2) LARGER TRANCHES ARE ALREADY IN MOTION BEHIND IT: management identifies further portions of that SAME engine that are already committed, scheduled, contracted, in production, ramping, or otherwise concretely underway — and conveys, directly or plainly in substance, that what has been delivered so far is the SMALLER share, with the majority of the engine's contribution still ahead over roughly the coming year? The engine, the form of the first delivery, and the form of the continuation may take whatever shape fits the industry — deliveries against a multi-unit order, the first locations of a rollout with more under construction, the first phase of a program with later phases contracted, initial shipments of a ramping product with committed volumes ahead, a first cohort of customers live with more already signed and onboarding — so long as BOTH halves attach to the SAME engine and management treats delivering the remainder as a matter of execution and timing rather than of winning new demand. Answer YES only when management's own words establish the landed portion as real and recent, the continuation as already secured or already in motion (not merely expected, negotiated, or in pipeline), and the remainder as larger than what has been recognized so far. Answer NO if the engine's business is all still ahead with nothing yet delivered; NO if the engine has already substantially completed, with the delivered portion being the larger share and little remaining; NO if the continuation rests on hoped-for demand, market recovery, renewals not yet committed, or approvals, financing, or decisions not yet obtained; NO if the landed and continuing portions belong to different, unconnected parts of the business; NO if the engine is routine, ordinary-course business at the company's usual scale that management does not treat as meaningful to its trajectory; NO if management is chiefly explaining delays, cancellations, or problems with previously scheduled tranches; and NO if the pattern is assembled only in an analyst's question or model that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.