The new engine is already turning

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management identify a SPECIFIC NEWER DRIVER OF BUSINESS — one identifiable thing such as a new contract or program now being delivered, a product or service now selling, a facility or capacity now operating, a customer or partner relationship now ramping, a market or channel now live, or a recently completed addition now contributing — that satisfies BOTH of the following in management's own words? (1) IT IS ALREADY PRODUCING REAL BUSINESS NOW. The driver is described as actually transacting in the recent period or right now — actual revenue, orders, shipments, deliveries, customers, volumes, utilization, or work being performed — not a plan, a pipeline, an opportunity being pursued, a deal still being negotiated, or something awaiting approval, financing, or launch. (2) MANAGEMENT SAYS THE REPORTED PERIOD CAUGHT ONLY THE START OF IT. Management conveys, directly or plainly in substance, that the results being reported reflect only the early portion of what this driver is already doing or is committed to do — for example because it began partway through the period, is still ramping toward its intended level, has most of its committed or scheduled activity still ahead, or its costs arrived before its revenue — so that the just-reported numbers understate the business as it now stands. Management should treat this driver as genuinely meaningful to the company's trajectory relative to its current size — discussing how it is being scaled, delivered, resourced, or extended — rather than mentioning it in passing. The driver may take whatever form fits the industry, and either one substantial driver or a single dominant one among several both count, so long as BOTH halves above are present about the SAME driver as management's own present-tense account. Answer NO if the promising element is only a plan, pipeline, letter of intent, pending approval, or market opportunity with nothing yet transacting. Answer NO if the newer driver is already mature and substantially reflected in the reported results, with no meaningful ramp remaining. Answer NO if the only 'early days' framing is generic optimism ('we are just getting started,' 'large opportunity ahead') without an identifiable driver that is already producing. Answer NO if the company's story is simply its existing core business performing well or poorly in its usual way. Answer NO if management is chiefly explaining delays, cancellations, or problems with a previously promised ramp. Answer NO if the driver or its early-stage framing appears only in an analyst's question or model that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.