I would think that it's because of, not in spite of, COVID that this company should be doing gangbusters given our growing dependence on connectivity to the virtual world.  

That's another reason why I'm so surprised at where the SP is at.  Big tech/data has never been to the trough like this before, and market capitalizations are doubling, even tripling for some.  There has never been a better time in human history to beef up infrastructure.