That article is actually from the earnings call on 11/9, which I listened to a stream of on the E* website. It seems the analysts are very much enamored with Charlie's MPEG4 plans.
One curious thing: It says MPEG4 is about a year away. The end of "two-dish", per the final version of SHVERA, is now 18 months away. So will MPEG4 be the solution to "two-dish"? It may be easier to ship new receivers to every customer in the "two-dish" markets that needs one than to install new dishes, or play something just short of Russian roulette with the various local channels.
Also note that all three of the receivers supported by SBC Dish (311, 522, and 811) have 8PSK tuning, though only the 811 needs it. (Indeed, 8PSK, internal smart card, and firmware are the only differences between the 301 and 311.) This suggests that SBC knows something we don't, especially since all SBC Dish subscribers are on DHA, and SBC (not E*) owns the receivers. Could the 311 and 522 (plus the 111 and 322, which also have 8PSK) be the only SD receivers that are upgradable to MPEG4?