From scarcity to surplus

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management describe that something which was until recently SCARCE, CONSTRAINED, or a binding bottleneck for the company has now flipped into being AVAILABLE, ABUNDANT, or essentially solved — and that this flip is already changing what the company can do right now? Answer YES when management's own words convey BOTH of the following as one coherent development: (1) A CONSTRAINT THAT HAS RELEASED: management identifies a specific input, capability, or condition that had been limiting the business — for example a hard-to-get component or material, manufacturing or lab capacity, key talent or specialized staff, regulatory or supply approvals, distribution access, data or technology capability, a partner relationship, or some other resource the company previously could not get enough of — and states that this limitation has now been removed, resolved, secured, or is no longer the gating factor. The release may come from any direction: the company finally securing supply, a new facility or hire coming online, a partner opening access, a process breakthrough, an external shortage easing, or the company building the capability itself. (2) AN IMMEDIATE CHANGE IN WHAT IS POSSIBLE: management connects the release to things the company can now do that it could not do before — accepting business it had to decline, serving customers or markets it could not reach, running at levels it could not sustain, launching or scaling something that was held back, or otherwise operating without the old ceiling — and presents this as a current reality, not a future hope. The scarce thing and the way it was released may take whatever form fits the business; this is one phenomenon: a ceiling on the business has just lifted, and management is describing the room above it. Answer NO if management is only discussing a constraint that still exists, is being managed around, or is expected to ease later. NO if the improvement is a routine incremental gain in efficiency or a normal seasonal easing, without any sense that a genuine bottleneck has been removed. NO if the company never described being limited by anything and is simply reporting a good quarter. NO if the newly available resource is described but management does not connect it to any change in what the company can now do. NO if the idea appears only in an analyst's question that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.