"We are pleased with the number of new enterprise customers as well as customers who grew into the enterprise category. However, this strong growth was offset by some customers falling out of the category in COVID-impacted industries"
"Any ban of the TikTok app by the U.S. would create uncertainty around our ability to support this customer. While we believe we are in a position to backfill the MAJORITY of this traffic...the loss of this customer's traffic would have an impact on our business."
These two quotes relate to the reasons for cutting guidance: