The focus for Disney has to be on growth at this point, says BofA Securities’ Jessica Reif Ehrlich

Jessica Reif Ehrlich, BofA Securities senior U.S. media and entertainment analyst, joins ‘Squawk Box’ to discuss Disney’s quarterly earnings results, which reported earnings that topped expectations thanks in part to profit at ESPN+ and continued growth at theme parks, but a decline in ad revenue weighed on the top line, the fate of ESPN the impact on value of Disney, and more.