Watch videos via AppleTV4. Audio via AirPlay to the HomePods (I have 2), video via HDMI cable to TV. Works perfectly. Apps in AppleTV must, however, be enabled by developers themselves.
The connection to the Apple TV works with the Homepod. The Homepod must simply be selected as the output device via Airplay 2.
Caution: The picture is delayed in order to be in sync with the sound. This means that "gaming" on the Apple TV is no longer really possible while connected to the Homepod.