The map is being redrawn

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management describe that the STRUCTURE OF THE INDUSTRY THE COMPANY OPERATES IN IS BEING PERMANENTLY REDRAWN RIGHT NOW — that the rules, economics, standards, or boundaries of how the industry's business gets done are durably changing — AND that this company is already positioned on the winning side of that redraw, holding ground, capabilities, or relationships that the new structure rewards? 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 INDUSTRY'S STRUCTURE ITSELF IS MOVING, NOT JUST ITS VOLUME. Management describes a change in how the industry's business is organized or transacted — not merely that demand is growing or shrinking — that management treats as durable rather than cyclical. This may take many forms and any genuine version counts: the basis of competition shifting (from price to performance, from products to services, from ownership to access, from one technology generation to another); the industry's chain of who-does-what being reordered (disintermediation, re-intermediation, vertical integration or its reversal, channels consolidating or collapsing); a new standard, specification, architecture, or regulatory framework becoming the one the industry must now build to; consolidation or shakeout changing who the real players are; the customer of the industry changing (who actually decides, who actually pays, what they actually buy); or the industry's economics being permanently re-priced by a structural force rather than by the cycle. What matters is that management is describing the game's rules changing, not the score of the current quarter. (2) THE COMPANY ALREADY HOLDS THE NEW GROUND. Management conveys that this company is not scrambling to adapt but is already standing where the industry is moving to — for example, it built for this structure before the shift, its existing assets, approvals, relationships, technology, or footprint are the ones the new structure favors, it is participating in writing the new rules or standards, competitors' positions are being stranded by the change while its own are not, or customers are already behaving toward this company in the new way while still treating others the old way. Management should ground this in what is already true or already happening, not in a plan to get there. The essence is ONE phenomenon: the industry's map is being redrawn underneath everyone, and management is describing this company as already sitting on the right side of the new lines. The industry, the structural force, and the form of the company's advantage may vary widely. Answer NO if management describes only strong or weak demand, a good or bad quarter, or ordinary cyclical movement in its end markets. NO if the industry change is described as temporary, cyclical, or expected to revert. NO if the change is only anticipated, feared, or hoped for rather than already underway. NO if management describes the industry shifting but this company is still preparing, investing, or planning to catch up rather than already holding the favored position. NO if the structural language is generic ("the industry is evolving," "the landscape is changing") with no concrete description of what is actually different in how business is now done. 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.