I think the motion picture industry determines a lot of the revenue Kodak has from film in general. Since much of that market is migrating to digital as well, it's just a matter of time before they have to stop doing what they're doing.
Companies like Ilford and Foma don't have a dependency (direct anyway, other than maybe film base material etc) on the motion picture industry. They serve photographers in general, so they are better poised to tackle the future.
I just hope that materials used to manufacture the products we use (and Ilford/Foma/Efke etc make) won't become so scarce that they become impossible for vendors to manufacture profitably, if Kodak and Fuji stopped altogether.

- Thomas