AffiliateWindow has a recent free report on M-Commerce: The Complete Picture (pdf). It provides information on mobile growth trends in terms of their network traffic, sales and conversion rates across iOS and Android.
Most of AffiliateWindow’s mobile activity is Internet rather than app-based. Web site publishers get paid when affiliate links are used to purchase goods or services from AffiliateWindow’s partners – irrespective of whether the click was from the desktop or a mobile device.
The report also mentions that AffiliateWindow also offers app download campaigns as well as tracking in app activity.