Selling the shovels to a customer who just got rich

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management describe that ITS OWN CUSTOMERS' FINANCIAL CONDITION HAS RECENTLY AND MATERIALLY IMPROVED — that the people or organizations who buy from this company are making more money, have more cash, have gotten funding, or have suddenly become far better able and more willing to spend — AND does management indicate that this improvement in the buyers' own economics is ALREADY SHOWING UP as increased purchasing from this company, with more of it expected as the customers keep spending? Answer YES when management's own words convey, in whatever form fits the business, ONE coherent situation with both halves present as a present-tense reality: (1) THE BUYERS' OWN WALLETS HAVE GOTTEN FATTER. Management describes a real, recent improvement in the financial position, profitability, funding, or spending power of the customers, clients, patients, members, operators, dealers, partners, or end users who pay the company. Any genuine expression of this counts, and the form varies widely across industries — for example: customers' own selling prices, margins, output, or profits having risen so they now have money to spend; customers having raised capital, received financing, been granted funds, obtained reimbursement or coverage, settled a claim, or had budgets approved or restored; a customer base whose balance sheets, cash positions, or credit conditions management describes as much healthier than they were; customers who had been deferring, rationing, or squeezing spending now describing themselves as able to proceed; an end market whose participants are flush after a period of scarcity. What matters is that management is talking about THE OTHER SIDE'S ability to pay having improved — not about demand in the abstract, and not about this company's own finances. (2) THAT MONEY IS ALREADY TURNING INTO THIS COMPANY'S BUSINESS, WITH MORE COMING. Management points to concrete current evidence that the customers' improved position is converting into purchases from this company — orders, bookings, projects released, quoting activity, reorders, upgrades, larger baskets, deferred work now being authorized, or activity levels rising in the recent period that management attributes to customers being better able to spend — AND conveys, directly or plainly in substance, that the customers' spending cycle is early or still building, so that what has reached the company so far is only part of what those improved wallets are expected to spend. The essence is ONE phenomenon: the company sits downstream of somebody else's improving fortunes, the buyers' new capacity to spend is real and recent, and the company's order flow is only beginning to reflect it. The industry, the reason the customers got richer, and what the company sells them may vary widely. Answer NO if management describes demand strength, a good quarter, or market growth without conveying that its customers' own financial condition or ability to pay has improved. NO if the customers' improvement is only hoped for, forecast, or dependent on conditions not yet in place. NO if management describes the customers' improved position but points to no actual current business arising from it. NO if the customers' spending increase is attributed chiefly to a one-time event, restocking, pre-buying ahead of a price increase, or a temporary catch-up that management expects to unwind. NO if management is chiefly describing customers under financial pressure, tightening budgets, stretching payments, or deferring purchases. NO if the improvement described is in the company's OWN finances, margins, or funding rather than in its customers'. NO if the customers' improved spending is already mature and fully reflected in results, with nothing further ahead. NO if the idea 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.