I would say NI is becoming more and more software oriented. Just look at their latest acquisition (Optimal+). But all of the software I have seen are still geared toward hardware sales (FlexLogger to DAQ hardware, Instrument Studio to PXI instruments, InsightCM to cRIO, SystemLink to PXI test systems and cRIO, DAQExpress to DAQ, a lot of tools to the VST).
And I don't see a spin off happening that would work well. All of the NI software tools are using a core stack now (reuse!). I saw evidence of this when I got a demo of VeriStand and it looked just like NXG (this was when NXG was still only in CABs). I don't think LabVIEW 20xx is attached in the same way. So I think there is an argument that LabVIEW 20xx could be spun off into an open-source project. But NXG is too ingrained into the MCP to be broken off without taking everything else with it.