With only the last half of March really affected by the pandemic, their Q1 results will likely be excellent. Investors are increasingly looking at the future, and any suggestion of a slowdown the next few months could hurt the stock. They sandbagged guidance but any failure to appreciably raise guidance will be seen as a sign of weakness. The next few quarters are where revenue growth accelerated last year so comps are harder as well. Remember, stickiness is only part of the equation; increasing spend and growing customers is very important in keeping their growth rates up, and that may not come so easily in these few months.
Long term I think they are fine, but that is why I am concerned and why the market may not be rewarding AYX like the other security or communication plays where spend on those platforms will likely go up due to the pandemic.