I have spoken with a great many Tesla sales people via the on-line buying process [via chat] and have asked if the new S has sat radio. They never know the answer. When really pressed for a definitive answer, they "research it' for 10 minutes and reply that they are "pretty sure" it is not.
So I emailed senior engineering and CS execs with the question. They have confirmed to me, by email and phone, that the new MS absolutely has the hardware installed and will have the software via download soon.
They also told me they will so inform the sales team and update the owners manual and website to reflect this.
So I guess it's true ...