Running the company for a size the numbers don't show yet

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management convey that it is ALREADY RUNNING THE COMPANY FOR A MEANINGFULLY LARGER LEVEL OF BUSINESS THAN THE REPORTED RESULTS SHOW — with real commitments already executing and real demand already visible behind them? Answer YES when management's own words convey BOTH halves of this one posture, in whatever form fits the industry: (1) COMMITMENTS ALREADY EXECUTING, SIZED BEYOND TODAY'S NUMBERS. Management describes the company presently spending, building, hiring, producing, stocking, scheduling, or otherwise committing its own resources at a level that matches a bigger business than the one in the reported results — for example capacity, facilities, or locations being built or opened; people being added or trained ahead of their full workload; inventory, supply, or long-lead items secured for volumes not yet shipped; production or delivery schedules set above recent run-rates; or the organization being expanded or restructured to handle more. One substantial commitment or several ordinary-sized ones together both count, so long as the steps are described as underway or decided and executing now — not merely planned, contemplated, budgeted for later, or contingent on financing or approvals not yet in hand — and management treats them as consequential for where the company is heading rather than routine maintenance. (2) THE JUSTIFICATION IS BUSINESS MANAGEMENT CAN ALREADY SEE. When management explains why it is committing at this level, it points to demand or activity that is already real — in whatever form fits the business: orders or bookings in hand, customers already won or expanding, contracts or programs already secured and ramping, volumes or usage already climbing, work already arriving faster than the company can serve it — rather than to market size, industry forecasts, pipeline hopes, or general optimism. It should come through, directly or plainly in substance, that the reported period does not yet reflect the fuller effect of this business, so today's numbers describe a smaller company than the one management is already operating. Answer NO if the investment discussion is generic ("we continue to invest in growth") with no identifiable commitments actually executing. NO if the commitments are justified mainly by addressable market, projections, or demand that has not yet appeared. NO if the spending described is routine maintenance, ordinary annual investment at the company's usual pace, or simple replacement of existing capability. NO if the demand cited is attributed by management chiefly to a one-time event, catch-up, pull-forward, or temporary condition it expects to fade. NO if the company is chiefly cutting, consolidating, restructuring, or defending weak results. NO if the fuller effect of the cited business is already substantially reflected in the reported results. NO if either half appears only in an analyst's question or characterization that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.