From Kempers perspective it has been around fifteen years before QC came out and NDSP are still stumbling with the hardware implementation and customer service/reputation. They could get it together but truthfully, if Kemper made a way for the Player to be full featured and profile, be it software companion or upgrade, and the total price was below QC level it would be a critical wound to QC. Kemper having a great effects suite (yes, actually it does compared to QC) and a much more respected company history it would put them well ahead of NDSP in my opinion.
NAMM itself is freeware, with comparable hardware yet to become a reality, so not a competitor.
ToneX is great in a vacuum but IK is being IK....probably trying to figure out how monetize my having typed IK twice in a sentence instead of figure out how to craft a decent editor/interface. The ToneX pedal is severely limited compared to the Kemper Player and obviously designed hoping you want to buy IK's matching effects pedals. I see ToneX as being what it is and nothing more for as long as it lasts.
So right now Kemper is looking pretty viable and not late after all to the party they started.
I think Tonocracy has a potential to be the new threat to them. Easy and quality capturing process and seemingly developed by a hardware oriented company. Atomic (Tonocracy) has some cloudy customer service history but if a benefit of doubt is given and proven worthy they could be the next phase of 'capture' 'profiler' type hardware/software. Still, they would be the wild card not established pioneer of the profiling/capture niche. A nice competition would certainly benefit us users though!